SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 180 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 0.43 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 | 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% |