SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 249 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $202,901 | -8.6% | 1,810 | -0.9% | 0.00% | 0.0% |
| Q2 2023 | $221,914 | -25.0% | 1,826 | -27.9% | 0.00% | 0.0% |
| Q1 2023 | $296,016 | +105243.8% | 2,532 | -1.0% | 0.00% | 0.0% |
| Q4 2022 | $281 | -99.9% | 2,557 | -0.7% | 0.00% | 0.0% |
| Q3 2022 | $236,000 | -27.6% | 2,575 | -20.6% | 0.00% | 0.0% |
| Q2 2022 | $326,000 | +29.4% | 3,244 | +53.6% | 0.00% | 0.0% |
| Q3 2021 | $252,000 | -32.3% | 2,112 | -24.9% | 0.00% | 0.0% |
| Q2 2021 | $372,000 | +63.2% | 2,814 | +55.1% | 0.00% | 0.0% |
| Q1 2021 | $228,000 | +9.6% | 1,814 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $208,000 | -80.9% | 1,814 | -87.3% | 0.00% | -80.0% |
| Q1 2020 | $1,089,000 | -43.4% | 14,309 | -18.9% | 0.01% | -28.6% |
| Q4 2019 | $1,925,000 | +3.6% | 17,640 | +1.3% | 0.01% | 0.0% |
| Q3 2019 | $1,859,000 | +1.6% | 17,408 | -1.1% | 0.01% | 0.0% |
| Q2 2019 | $1,829,000 | +14.0% | 17,600 | +0.7% | 0.01% | -22.2% |
| Q1 2019 | $1,605,000 | +16.9% | 17,481 | +0.5% | 0.01% | 0.0% |
| Q4 2018 | $1,373,000 | -30.7% | 17,401 | -12.6% | 0.01% | -25.0% |
| Q3 2018 | $1,981,000 | +23.7% | 19,921 | +8.4% | 0.01% | +9.1% |
| Q2 2018 | $1,601,000 | +0.7% | 18,372 | +0.4% | 0.01% | 0.0% |
| Q1 2018 | $1,590,000 | +155.6% | 18,307 | +145.9% | 0.01% | +175.0% |
| Q4 2017 | $622,000 | -59.4% | 7,446 | -61.2% | 0.00% | -66.7% |
| Q3 2017 | $1,532,000 | +12.6% | 19,203 | -0.6% | 0.01% | +9.1% |
| Q2 2017 | $1,360,000 | +6.8% | 19,321 | +1.4% | 0.01% | +10.0% |
| Q1 2017 | $1,273,000 | +22.9% | 19,050 | +16.5% | 0.01% | +11.1% |
| Q4 2016 | $1,036,000 | – | 16,346 | – | 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% |