SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 210 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $555,814 | +0.5% | 3,971 | +0.9% | 0.37% | +5.4% |
| Q1 2024 | $552,911 | +11.4% | 3,935 | +7.4% | 0.35% | +3.9% |
| Q4 2023 | $496,267 | +25.1% | 3,665 | +3.6% | 0.34% | +19.9% |
| Q3 2023 | $396,638 | -7.7% | 3,538 | +0.1% | 0.28% | -2.8% |
| Q2 2023 | $429,526 | +4.1% | 3,534 | +0.1% | 0.29% | +7.0% |
| Q1 2023 | $412,696 | +6.3% | 3,530 | +0.1% | 0.27% | -8.8% |
| Q4 2022 | $388,057 | +20.1% | 3,526 | +0.1% | 0.30% | +28.1% |
| Q3 2022 | $323,000 | +16.2% | 3,523 | +27.3% | 0.23% | +25.5% |
| Q2 2022 | $278,000 | +44.0% | 2,767 | +78.5% | 0.18% | +73.6% |
| Q1 2022 | $193,000 | +739.1% | 1,550 | +675.0% | 0.11% | +715.4% |
| Q4 2021 | $23,000 | – | 200 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 204,745 | $23,847,000 | 5.00% |
| Lee Financial Group Hawaii, Inc. | 44,549 | $5,189,000 | 3.77% |
| SFI Advisors, LLC | 20,891 | $2,414,000 | 2.13% |
| Engrave Wealth Partners LLC | 52,380 | $6,101,000 | 1.76% |
| PACIFIC SUN FINANCIAL CORP | 20,025 | $2,332,000 | 1.24% |
| Cavalier Investments, LLC | 39,739 | $4,628,000 | 1.20% |
| Legacy Wealth Planning, LLC | 6,445 | $751,000 | 0.86% |
| Spectrum Wealth Advisory Group, LLC | 7,749 | $902,000 | 0.80% |
| JMAC ENTERPRISES LLC | 29,059 | $3,269,000 | 0.77% |
| HBW ADVISORY SERVICES LLC | 26,250 | $3,057,000 | 0.71% |