SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 204 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 2.35 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,559 | +0.4% | 228 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $25,445 | -4.5% | 228 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $26,655 | +78.1% | 228 | +67.6% | 0.02% | +70.0% |
| Q4 2022 | $14,967 | +24.7% | 136 | 0.0% | 0.01% | +11.1% |
| Q3 2022 | $12,000 | -14.3% | 136 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $14,000 | -17.6% | 136 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $17,000 | +6.2% | 136 | 0.0% | 0.01% | +11.1% |
| Q4 2021 | $16,000 | 0.0% | 136 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $16,000 | -11.1% | 136 | 0.0% | 0.01% | -9.1% |
| Q2 2021 | $18,000 | +5.9% | 136 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $17,000 | +6.2% | 136 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $16,000 | +33.3% | 136 | 0.0% | 0.01% | +22.2% |
| Q3 2020 | $12,000 | 0.0% | 136 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $12,000 | +20.0% | 136 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $10,000 | -33.3% | 136 | 0.0% | 0.01% | -10.0% |
| Q4 2019 | $15,000 | 0.0% | 136 | 0.0% | 0.01% | -9.1% |
| Q3 2019 | $15,000 | +7.1% | 136 | 0.0% | 0.01% | +10.0% |
| Q2 2019 | $14,000 | +16.7% | 136 | 0.0% | 0.01% | +11.1% |
| Q1 2019 | $12,000 | +9.1% | 136 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $11,000 | -21.4% | 136 | 0.0% | 0.01% | -10.0% |
| Q3 2018 | $14,000 | +16.7% | 136 | 0.0% | 0.01% | +11.1% |
| Q2 2018 | $12,000 | 0.0% | 136 | 0.0% | 0.01% | -10.0% |
| Q1 2018 | $12,000 | +9.1% | 136 | 0.0% | 0.01% | +11.1% |
| Q4 2017 | $11,000 | 0.0% | 136 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $11,000 | – | 136 | – | 0.01% | – |
Download | ||||||
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% |