SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 219 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is 0.51 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $187,207 | +728.2% | 1,670 | +797.8% | 0.01% | +400.0% |
| Q2 2023 | $22,605 | -19.1% | 186 | -22.2% | 0.00% | 0.0% |
| Q1 2023 | $27,941 | -95.2% | 239 | -95.5% | 0.00% | -94.4% |
| Q4 2022 | $583,045 | -3.1% | 5,298 | -19.3% | 0.02% | +28.6% |
| Q3 2022 | $602,000 | +2215.4% | 6,568 | +2475.7% | 0.01% | +1300.0% |
| Q2 2022 | $26,000 | -18.8% | 255 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $32,000 | -23.8% | 255 | -29.2% | 0.00% | 0.0% |
| Q4 2021 | $42,000 | -14.3% | 360 | -13.3% | 0.00% | 0.0% |
| Q3 2021 | $49,000 | -21.0% | 415 | -11.7% | 0.00% | -50.0% |
| Q2 2021 | $62,000 | +5.1% | 470 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $59,000 | +11.3% | 470 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $53,000 | +17.8% | 470 | -8.9% | 0.00% | 0.0% |
| Q3 2020 | $45,000 | -23.7% | 516 | -23.9% | 0.00% | -50.0% |
| Q2 2020 | $59,000 | +84.4% | 678 | +126.0% | 0.00% | +100.0% |
| Q3 2019 | $32,000 | – | 300 | – | 0.00% | – |
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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% |