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 | $310,203 | -24.6% | 2,767 | -18.2% | 0.06% | -23.3% |
| Q2 2023 | $411,150 | -12.5% | 3,383 | -15.9% | 0.07% | -17.0% |
| Q1 2023 | $470,098 | +8.2% | 4,021 | +1.8% | 0.09% | -8.3% |
| Q4 2022 | $434,472 | +13.4% | 3,948 | -5.6% | 0.10% | +3.2% |
| Q3 2022 | $383,000 | -9.0% | 4,182 | 0.0% | 0.09% | -6.1% |
| Q2 2022 | $421,000 | -19.2% | 4,182 | 0.0% | 0.10% | -2.0% |
| Q1 2022 | $521,000 | +7.0% | 4,182 | 0.0% | 0.10% | +21.7% |
| Q4 2021 | $487,000 | -2.4% | 4,182 | +0.0% | 0.08% | -8.8% |
| Q3 2021 | $499,000 | -13.4% | 4,180 | -4.0% | 0.09% | -13.3% |
| Q2 2021 | $576,000 | +5.3% | 4,352 | 0.0% | 0.10% | -2.8% |
| Q1 2021 | $547,000 | +8.7% | 4,352 | -0.7% | 0.11% | -3.6% |
| Q4 2020 | $503,000 | +26.4% | 4,382 | -3.8% | 0.11% | +6.7% |
| Q3 2020 | $398,000 | +2.6% | 4,556 | +2.8% | 0.10% | -7.1% |
| Q2 2020 | $388,000 | +17.2% | 4,430 | +1.8% | 0.11% | -5.0% |
| Q1 2020 | $331,000 | -28.7% | 4,353 | +2.3% | 0.12% | -16.8% |
| Q4 2019 | $464,000 | +19.0% | 4,256 | +16.6% | 0.14% | +10.0% |
| Q3 2019 | $390,000 | +63.2% | 3,649 | +58.4% | 0.13% | +62.5% |
| Q2 2019 | $239,000 | – | 2,303 | – | 0.08% | – |
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% |