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 | $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 | 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% |