SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 99 filers reported holding SPDR SER TR in Q3 2017. The put-call ratio across all filers is 0.80 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $723,000 | -47.3% | 6,627 | -48.4% | 0.17% | +0.6% |
| Q3 2019 | $1,372,000 | +106.3% | 12,836 | +100.7% | 0.17% | +7.1% |
| Q2 2019 | $665,000 | +14.9% | 6,395 | +1.4% | 0.16% | +9.2% |
| Q1 2019 | $579,000 | +17.2% | 6,308 | +0.7% | 0.14% | +2.2% |
| Q4 2018 | $494,000 | -9.7% | 6,262 | +14.0% | 0.14% | -9.7% |
| Q3 2018 | $547,000 | +24.6% | 5,492 | +8.9% | 0.15% | +16.7% |
| Q2 2018 | $439,000 | +2.3% | 5,045 | +2.0% | 0.13% | -0.8% |
| Q1 2018 | $429,000 | +9.7% | 4,944 | +5.7% | 0.13% | +3.9% |
| Q4 2017 | $391,000 | +26.9% | 4,678 | +21.4% | 0.13% | +34.7% |
| Q3 2017 | $308,000 | +14.1% | 3,854 | +0.7% | 0.10% | +1.1% |
| Q2 2017 | $270,000 | +8.0% | 3,829 | +2.4% | 0.09% | +5.6% |
| Q1 2017 | $250,000 | +15.7% | 3,741 | +9.7% | 0.09% | +8.5% |
| Q4 2016 | $216,000 | – | 3,409 | – | 0.08% | – |
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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% |