SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 204 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 2.35 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $409,053 | -13.2% | 3,649 | -5.9% | 0.03% | -7.1% |
| Q2 2023 | $471,293 | +7.7% | 3,878 | +3.6% | 0.03% | -3.4% |
| Q1 2023 | $437,594 | +10.9% | 3,743 | +4.4% | 0.03% | 0.0% |
| Q4 2022 | $394,419 | +21.7% | 3,584 | +1.4% | 0.03% | -6.5% |
| Q3 2022 | $324,000 | -3.9% | 3,534 | +5.7% | 0.03% | -3.1% |
| Q2 2022 | $337,000 | -18.4% | 3,345 | +0.9% | 0.03% | 0.0% |
| Q1 2022 | $413,000 | -1.0% | 3,314 | -7.5% | 0.03% | 0.0% |
| Q4 2021 | $417,000 | +82.1% | 3,581 | +86.6% | 0.03% | +33.3% |
| Q3 2021 | $229,000 | -15.8% | 1,919 | -6.6% | 0.02% | +26.3% |
| Q2 2021 | $272,000 | +0.4% | 2,055 | -12.8% | 0.02% | -13.6% |
| Q4 2020 | $271,000 | +27.2% | 2,358 | -3.2% | 0.02% | +37.5% |
| Q3 2020 | $213,000 | -7.8% | 2,435 | -7.6% | 0.02% | -11.1% |
| Q2 2020 | $231,000 | – | 2,634 | – | 0.02% | – |
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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% |