SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 150 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is 1.50 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $644,000 | +14.4% | 6,465 | 0.0% | 0.28% | +7.7% |
| Q2 2018 | $563,000 | +2.0% | 6,465 | +1.8% | 0.26% | +7.0% |
| Q1 2018 | $552,000 | +3.4% | 6,351 | -0.5% | 0.24% | +4.3% |
| Q4 2017 | $534,000 | +4.7% | 6,386 | -0.8% | 0.23% | +3.6% |
| Q3 2017 | $510,000 | +10.9% | 6,440 | -1.8% | 0.22% | +7.1% |
| Q2 2017 | $460,000 | +1.3% | 6,558 | -0.8% | 0.21% | -1.4% |
| Q1 2017 | $454,000 | +8.4% | 6,610 | 0.0% | 0.21% | -1.8% |
| Q4 2016 | $419,000 | – | 6,610 | – | 0.22% | – |
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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% |