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 | $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 | 194,240 | $22,708,598 | 9.32% |
| Lee Financial Group Hawaii, Inc. | 45,130 | $5,276,100 | 5.43% |
| Q3 Asset Management | 40,895 | $4,780 | 3.99% |
| Anson Capital, Inc. | 13,910 | $1,626,185 | 2.63% |
| SFI Advisors, LLC | 21,325 | $2,493,106 | 2.50% |
| Heirloom Wealth Management | 40,710 | $4,759,355 | 2.27% |
| Cavalier Investments, LLC | 40,610 | $4,747,715 | 1.94% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 23,438 | $2,740,137 | 1.43% |
| HBW ADVISORY SERVICES LLC | 42,281 | $4,943 | 1.23% |
| Catalyst Wealth Management, LLC | 9,155 | $1,070,311 | 1.00% |