SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 243 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $85,196 | -7.8% | 760 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $92,363 | -4.0% | 760 | -7.7% | 0.00% | 0.0% |
| Q1 2023 | $96,217 | +1102.7% | 823 | +648.2% | 0.00% | – |
| Q1 2020 | $8,000 | -57.9% | 110 | -47.6% | 0.00% | -100.0% |
| Q1 2019 | $19,000 | +11.8% | 210 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $17,000 | -19.0% | 210 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $21,000 | – | 210 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 189,080 | $21,195,868 | 9.40% |
| Lee Financial Group Hawaii, Inc. | 44,667 | $5,007,149 | 4.60% |
| Anson Capital, Inc. | 12,999 | $1,457,244 | 2.77% |
| Kraft, Davis & Associates, LLC | 64,399 | $7,069,483 | 2.66% |
| SFI Advisors, LLC | 21,663 | $2,428,422 | 2.37% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 34,026 | $3,814,315 | 1.83% |
| Heirloom Wealth Management | 36,550 | $4,097,255 | 1.82% |
| STAPP WEALTH MANAGEMENT, PLLC | 5,484 | $614,756 | 1.18% |
| DB Wealth Management Group, LLC | 12,876 | $1,443,386 | 0.91% |
| Cavalier Investments, LLC | 13,804 | $1,547,428 | 0.61% |