SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 326 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $252,541 | +3.9% | 1,797 | +0.2% | 0.04% | -4.5% |
| Q4 2023 | $242,981 | +6.3% | 1,794 | -12.0% | 0.04% | -4.3% |
| Q3 2023 | $228,591 | -9.1% | 2,039 | -0.8% | 0.05% | -4.2% |
| Q2 2023 | $251,464 | +4.6% | 2,056 | -1.5% | 0.05% | -4.0% |
| Q1 2023 | $240,473 | +4.8% | 2,087 | +0.0% | 0.05% | -5.7% |
| Q4 2022 | $229,568 | +12.0% | 2,086 | -6.8% | 0.05% | 0.0% |
| Q3 2022 | $205,000 | – | 2,237 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 204,745 | $23,847,000 | 5.00% |
| Lee Financial Group Hawaii, Inc. | 44,549 | $5,189,000 | 3.77% |
| SFI Advisors, LLC | 20,891 | $2,414,000 | 2.13% |
| Engrave Wealth Partners LLC | 52,380 | $6,101,000 | 1.76% |
| PACIFIC SUN FINANCIAL CORP | 20,025 | $2,332,000 | 1.24% |
| Cavalier Investments, LLC | 39,739 | $4,628,000 | 1.20% |
| Legacy Wealth Planning, LLC | 6,445 | $751,000 | 0.86% |
| Spectrum Wealth Advisory Group, LLC | 7,749 | $902,000 | 0.80% |
| JMAC ENTERPRISES LLC | 29,059 | $3,269,000 | 0.77% |
| HBW ADVISORY SERVICES LLC | 26,250 | $3,057,000 | 0.71% |