SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 150 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is 1.50 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $305,441 | -52.7% | 2,725 | -48.7% | 0.02% | -52.8% |
| Q2 2023 | $645,241 | +2.7% | 5,309 | -1.2% | 0.05% | -10.2% |
| Q1 2023 | $628,070 | -40.7% | 5,372 | -44.2% | 0.06% | -45.9% |
| Q4 2022 | $1,059,274 | +27.2% | 9,625 | +5.9% | 0.11% | +12.4% |
| Q3 2022 | $833,000 | -16.5% | 9,085 | -8.4% | 0.10% | -13.4% |
| Q2 2022 | $998,000 | -12.9% | 9,920 | +7.9% | 0.11% | +1.8% |
| Q1 2022 | $1,146,000 | +478.8% | 9,192 | +305.3% | 0.11% | +307.4% |
| Q3 2020 | $198,000 | -29.3% | 2,268 | -29.0% | 0.03% | -34.1% |
| Q2 2020 | $280,000 | -27.5% | 3,194 | -37.0% | 0.04% | -46.8% |
| Q1 2020 | $386,000 | +721.3% | 5,068 | +1075.9% | 0.08% | +862.5% |
| Q4 2019 | $47,000 | +38.2% | 431 | +32.2% | 0.01% | +14.3% |
| Q3 2019 | $34,000 | +70.0% | 326 | +63.0% | 0.01% | +75.0% |
| Q2 2019 | $20,000 | +11.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $18,000 | -41.9% | 200 | -50.0% | 0.00% | -50.0% |
| Q4 2018 | $31,000 | +24.0% | 400 | +60.0% | 0.01% | +60.0% |
| Q3 2018 | $25,000 | – | 250 | – | 0.01% | – |
Download | ||||||
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% |