SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 233 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $168,384 | -8.3% | 1,502 | 0.0% | 0.05% | -5.4% |
| Q2 2023 | $183,674 | -3.2% | 1,502 | -9.4% | 0.06% | 0.0% |
| Q1 2023 | $189,767 | +34.3% | 1,657 | +29.0% | 0.06% | +24.4% |
| Q4 2022 | $141,311 | +8.7% | 1,284 | -9.3% | 0.04% | 0.0% |
| Q3 2022 | $130,000 | -32.6% | 1,415 | -26.1% | 0.04% | -31.8% |
| Q2 2022 | $193,000 | -19.2% | 1,915 | 0.0% | 0.07% | -13.2% |
| Q1 2022 | $239,000 | +11.2% | 1,915 | +4.0% | 0.08% | +2.7% |
| Q4 2021 | $215,000 | +0.9% | 1,842 | +3.4% | 0.07% | -10.8% |
| Q3 2021 | $213,000 | -8.6% | 1,782 | +1.0% | 0.08% | -17.0% |
| Q2 2021 | $233,000 | +8.9% | 1,764 | +3.8% | 0.10% | +8.7% |
| Q1 2021 | $214,000 | – | 1,700 | – | 0.09% | – |
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% |