SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 254 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,564,000 | -46.9% | 11,172 | -46.7% | 0.08% | -46.0% |
| Q1 2024 | $2,948,000 | +36.8% | 20,979 | +31.8% | 0.14% | +18.8% |
| Q4 2023 | $2,155,000 | +692826.0% | 15,917 | +497.9% | 0.12% | +387.5% |
| Q1 2023 | $311 | -84.5% | 2,662 | -85.4% | 0.02% | -81.5% |
| Q4 2022 | $2,012 | -98.8% | 18,283 | +1232.6% | 0.13% | +2066.7% |
| Q1 2021 | $172,000 | +83.0% | 1,372 | +68.3% | 0.01% | +50.0% |
| Q4 2020 | $94,000 | -26.6% | 815 | -44.6% | 0.00% | -33.3% |
| Q3 2020 | $128,000 | -26.0% | 1,471 | -25.4% | 0.01% | -40.0% |
| Q2 2020 | $173,000 | -17.2% | 1,971 | -28.3% | 0.01% | -33.3% |
| Q1 2020 | $209,000 | -57.3% | 2,749 | -38.8% | 0.02% | -59.5% |
| Q4 2019 | $490,000 | -71.9% | 4,494 | -72.5% | 0.04% | -74.3% |
| Q3 2019 | $1,744,000 | – | 16,326 | – | 0.14% | – |
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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% |