SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 214 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $389,887 | +9.2% | 3,478 | +18.3% | 0.04% | +15.6% |
| Q2 2023 | $357,177 | -42.0% | 2,939 | -44.2% | 0.03% | -47.5% |
| Q1 2023 | $616,149 | +23.7% | 5,270 | -2.9% | 0.06% | +10.9% |
| Q3 2022 | $498,000 | -11.9% | 5,427 | -3.3% | 0.06% | -12.7% |
| Q2 2022 | $565,000 | -18.6% | 5,615 | +0.9% | 0.06% | -6.0% |
| Q1 2022 | $694,000 | +43.1% | 5,567 | -86.0% | 0.07% | +1016.7% |
| Q3 2018 | $485,000 | -5.8% | 39,872 | -11.2% | 0.01% | 0.0% |
| Q2 2018 | $515,000 | – | 44,881 | – | 0.01% | – |
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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% |