Sterling Investment Advisors, Ltd. - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 201 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is 0.53 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sterling Investment Advisors, Ltd. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$10,000
-16.7%
1000.0%0.00%0.0%
Q1 2022$12,0000.0%1000.0%0.00%0.0%
Q4 2021$12,0000.0%1000.0%0.00%
-25.0%
Q3 2021$12,000
-7.7%
1000.0%0.00%0.0%
Q2 2021$13,0000.0%1000.0%0.00%0.0%
Q1 2021$13,000
+18.2%
1000.0%0.00%0.0%
Q4 2020$11,000
+22.2%
1000.0%0.00%
+33.3%
Q3 2020$9,000
+12.5%
1000.0%0.00%0.0%
Q2 2020$8,000
+14.3%
1000.0%0.00%
-25.0%
Q1 2020$7,000
-30.0%
1000.0%0.00%
-20.0%
Q4 2019$10,000
-9.1%
1000.0%0.01%
-16.7%
Q3 2019$11,000
+10.0%
1000.0%0.01%
+20.0%
Q2 2019$10,000
+11.1%
1000.0%0.01%0.0%
Q1 2019$9,000
+28.6%
1000.0%0.01%
+25.0%
Q4 2018$7,000
-30.0%
1000.0%0.00%
-20.0%
Q3 2018$10,0001000.01%
Other shareholders
SPDR SER TR shareholders Q3 2019
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 189,080$21,195,8689.40%
Lee Financial Group Hawaii, Inc. 44,667$5,007,1494.60%
Anson Capital, Inc. 12,999$1,457,2442.77%
Kraft, Davis & Associates, LLC 64,399$7,069,4832.66%
SFI Advisors, LLC 21,663$2,428,4222.37%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 34,026$3,814,3151.83%
Heirloom Wealth Management 36,550$4,097,2551.82%
STAPP WEALTH MANAGEMENT, PLLC 5,484$614,7561.18%
DB Wealth Management Group, LLC 12,876$1,443,3860.91%
Cavalier Investments, LLC 13,804$1,547,4280.61%
View complete list of SPDR SER TR shareholders