SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 99 filers reported holding SPDR SER TR in Q3 2017. The put-call ratio across all filers is 0.80 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $412,304 | -42.8% | 3,678 | -38.0% | 0.08% | -43.4% |
| Q2 2023 | $720,430 | -63.4% | 5,928 | -71.6% | 0.14% | -85.7% |
| Q3 2018 | $1,967,000 | +263.6% | 20,879 | +236.0% | 1.00% | +270.1% |
| Q2 2018 | $541,000 | -38.2% | 6,214 | -40.7% | 0.27% | -42.6% |
| Q4 2017 | $876,000 | +2.5% | 10,482 | -2.2% | 0.47% | -6.9% |
| Q3 2017 | $855,000 | +15.5% | 10,719 | +2.1% | 0.51% | +15.0% |
| Q2 2017 | $740,000 | +59.8% | 10,502 | +51.5% | 0.44% | +41.8% |
| Q1 2017 | $463,000 | – | 6,932 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 206,525 | $24,632,000 | 5.69% |
| Lee Financial Group Hawaii, Inc. | 48,042 | $5,730,000 | 4.21% |
| American Financial Advisors, LLC | 114,655 | $13,675,000 | 1.83% |
| Engrave Wealth Partners LLC | 48,165 | $5,745,000 | 1.70% |
| PACIFIC SUN FINANCIAL CORP | 18,937 | $2,259,000 | 1.30% |
| Cavalier Investments, LLC | 32,644 | $3,893,000 | 1.23% |
| Spectrum Wealth Advisory Group, LLC | 7,967 | $950,000 | 0.94% |
| WT Wealth Management | 19,580 | $2,335,000 | 0.90% |
| Legacy Wealth Planning, LLC | 6,445 | $769,000 | 0.86% |
| HBW ADVISORY SERVICES LLC | 25,877 | $3,086,000 | 0.80% |