SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 249 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,158 | +2.1% | 447 | +10.6% | 0.00% | 0.0% |
| Q2 2023 | $49,134 | +4.0% | 404 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $47,253 | +6.3% | 404 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $44,470 | +242.1% | 404 | +304.0% | 0.00% | +100.0% |
| Q1 2021 | $13,000 | +18.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | -78.8% | 100 | -83.3% | 0.00% | -66.7% |
| Q3 2020 | $52,000 | +333.3% | 600 | +455.6% | 0.00% | +200.0% |
| Q4 2019 | $12,000 | +9.1% | 108 | +0.9% | 0.00% | 0.0% |
| Q3 2019 | $11,000 | +266.7% | 107 | +245.2% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 31 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | – | 31 | – | 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% |