SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 90 filers reported holding SPDR SER TR in Q2 2017. The put-call ratio across all filers is 0.08 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $591,728 | +6.3% | 5,061 | +0.0% | 0.05% | -5.7% |
| Q4 2022 | $556,862 | +3.3% | 5,060 | -14.0% | 0.05% | -17.2% |
| Q3 2022 | $539,000 | -3.6% | 5,881 | +5.8% | 0.06% | -1.5% |
| Q2 2022 | $559,000 | -14.4% | 5,559 | +6.1% | 0.06% | -3.0% |
| Q1 2022 | $653,000 | +29.6% | 5,238 | +21.1% | 0.07% | +31.4% |
| Q4 2021 | $504,000 | -2.3% | 4,326 | +0.0% | 0.05% | 0.0% |
| Q3 2021 | $516,000 | -9.8% | 4,325 | 0.0% | 0.05% | -10.5% |
| Q2 2021 | $572,000 | +5.3% | 4,325 | +0.0% | 0.06% | 0.0% |
| Q1 2021 | $543,000 | +9.0% | 4,324 | -0.3% | 0.06% | -5.0% |
| Q4 2020 | $498,000 | +67.1% | 4,337 | +27.1% | 0.06% | +46.3% |
| Q3 2020 | $298,000 | -0.3% | 3,413 | 0.0% | 0.04% | -10.9% |
| Q2 2020 | $299,000 | +15.0% | 3,413 | 0.0% | 0.05% | -6.1% |
| Q1 2020 | $260,000 | -30.1% | 3,413 | +0.1% | 0.05% | -19.7% |
| Q4 2019 | $372,000 | +2.2% | 3,411 | +0.1% | 0.06% | -7.6% |
| Q3 2019 | $364,000 | -9.9% | 3,407 | -12.4% | 0.07% | -14.3% |
| Q2 2019 | $404,000 | +17.4% | 3,891 | +3.7% | 0.08% | +5.5% |
| Q1 2019 | $344,000 | +27.4% | 3,751 | +9.5% | 0.07% | -1.4% |
| Q4 2018 | $270,000 | -34.3% | 3,426 | -16.9% | 0.07% | -20.4% |
| Q3 2018 | $411,000 | +40.3% | 4,124 | +22.6% | 0.09% | +25.7% |
| Q2 2018 | $293,000 | -2.7% | 3,364 | -2.8% | 0.07% | +2.8% |
| Q1 2018 | $301,000 | +3.4% | 3,462 | -0.5% | 0.07% | +2.9% |
| Q4 2017 | $291,000 | +0.3% | 3,478 | -4.3% | 0.07% | -5.4% |
| Q3 2017 | $290,000 | +25.5% | 3,635 | +10.8% | 0.07% | +13.8% |
| Q2 2017 | $231,000 | +24.2% | 3,281 | +11.7% | 0.06% | +12.1% |
| Q1 2017 | $186,000 | 0.0% | 2,938 | 0.0% | 0.06% | 0.0% |
| Q4 2016 | $186,000 | – | 2,938 | – | 0.06% | – |
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% |