SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 197 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.
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 | 194,240 | $22,708,598 | 9.32% |
| Lee Financial Group Hawaii, Inc. | 45,130 | $5,276,100 | 5.43% |
| Q3 Asset Management | 40,895 | $4,780 | 3.99% |
| Anson Capital, Inc. | 13,910 | $1,626,185 | 2.63% |
| SFI Advisors, LLC | 21,325 | $2,493,106 | 2.50% |
| Heirloom Wealth Management | 40,710 | $4,759,355 | 2.27% |
| Cavalier Investments, LLC | 40,610 | $4,747,715 | 1.94% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 23,438 | $2,740,137 | 1.43% |
| HBW ADVISORY SERVICES LLC | 42,281 | $4,943 | 1.23% |
| Catalyst Wealth Management, LLC | 9,155 | $1,070,311 | 1.00% |