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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $227,429 | +9.3% | 1,871 | +5.1% | 0.02% | 0.0% |
| Q1 2023 | $208,121 | -82.2% | 1,780 | -82.3% | 0.02% | -85.2% |
| Q4 2021 | $1,172,000 | -30.2% | 10,059 | -28.6% | 0.12% | -38.2% |
| Q3 2021 | $1,680,000 | -21.5% | 14,084 | -12.9% | 0.19% | -24.1% |
| Q2 2021 | $2,140,000 | +17.2% | 16,177 | +11.3% | 0.24% | +4.7% |
| Q1 2021 | $1,826,000 | +7.5% | 14,540 | -1.8% | 0.23% | -18.8% |
| Q4 2020 | $1,699,000 | +24.1% | 14,805 | -1.6% | 0.29% | +9.5% |
| Q3 2020 | $1,369,000 | -27.9% | 15,045 | -33.7% | 0.26% | -38.6% |
| Q2 2020 | $1,900,000 | -27.5% | 22,688 | -31.9% | 0.43% | -39.3% |
| Q1 2020 | $2,619,000 | -32.1% | 33,333 | -1.1% | 0.70% | -25.5% |
| Q4 2019 | $3,856,000 | +9.1% | 33,708 | -0.9% | 0.95% | -3.0% |
| Q3 2019 | $3,534,000 | +0.5% | 34,013 | +2.9% | 0.98% | +2.1% |
| Q2 2019 | $3,516,000 | +9.3% | 33,058 | -0.4% | 0.96% | -2.6% |
| Q1 2019 | $3,216,000 | +0.2% | 33,178 | -3.0% | 0.98% | -2.7% |
| Q4 2018 | $3,211,000 | – | 34,213 | – | 1.01% | – |
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% |