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 2022 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | -25.0% | 30 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | +33.3% | 30 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | -97.3% | 30 | -96.8% | 0.00% | -100.0% |
| Q3 2021 | $112,000 | -13.2% | 943 | -3.6% | 0.01% | -14.3% |
| Q2 2021 | $129,000 | +4.9% | 978 | 0.0% | 0.01% | -22.2% |
| Q1 2021 | $123,000 | +1.7% | 978 | -7.6% | 0.02% | -18.2% |
| Q4 2020 | $121,000 | +28.7% | 1,058 | -1.9% | 0.02% | +10.0% |
| Q3 2020 | $94,000 | -6.9% | 1,078 | 0.0% | 0.02% | -9.1% |
| Q2 2020 | $101,000 | +36.5% | 1,078 | +9.4% | 0.02% | +10.0% |
| Q1 2020 | $74,000 | -14.9% | 985 | +34.4% | 0.02% | 0.0% |
| Q4 2019 | $87,000 | – | 733 | – | 0.02% | – |
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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% |