SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 233 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $282,566 | +10.9% | 2,417 | +4.4% | 0.02% | 0.0% |
| Q4 2022 | $254,776 | +51.7% | 2,315 | +26.1% | 0.02% | +36.4% |
| Q3 2022 | $168,000 | -9.2% | 1,836 | +0.1% | 0.01% | -8.3% |
| Q2 2022 | $185,000 | -31.2% | 1,835 | -14.9% | 0.01% | -25.0% |
| Q1 2022 | $269,000 | +6.3% | 2,157 | -0.5% | 0.02% | 0.0% |
| Q4 2021 | $253,000 | -3.1% | 2,167 | -0.9% | 0.02% | -11.1% |
| Q3 2021 | $261,000 | -14.4% | 2,186 | -5.2% | 0.02% | -18.2% |
| Q2 2021 | $305,000 | +3.7% | 2,306 | -1.5% | 0.02% | -12.0% |
| Q1 2021 | $294,000 | -23.2% | 2,341 | -30.0% | 0.02% | -26.5% |
| Q4 2020 | $383,000 | +15.4% | 3,343 | -16.0% | 0.03% | +47.8% |
| Q3 2020 | $332,000 | +38.9% | 3,978 | +46.3% | 0.02% | -25.8% |
| Q2 2020 | $239,000 | +132.0% | 2,719 | +99.9% | 0.03% | +72.2% |
| Q1 2020 | $103,000 | -59.9% | 1,360 | -42.3% | 0.02% | -45.5% |
| Q4 2019 | $257,000 | +33.2% | 2,356 | +30.5% | 0.03% | +6.5% |
| Q3 2019 | $193,000 | +2.7% | 1,805 | -0.3% | 0.03% | -16.2% |
| Q2 2019 | $188,000 | +67.9% | 1,810 | +27.5% | 0.04% | +32.1% |
| Q4 2018 | $112,000 | -77.1% | 1,420 | -71.1% | 0.03% | -63.6% |
| Q3 2018 | $489,000 | +55.2% | 4,917 | +36.1% | 0.08% | -12.5% |
| Q2 2018 | $315,000 | +6.4% | 3,612 | +6.2% | 0.09% | +2.3% |
| Q1 2018 | $296,000 | -7.2% | 3,402 | -10.8% | 0.09% | +22.9% |
| Q4 2017 | $319,000 | +10.8% | 3,815 | +5.5% | 0.07% | +4.5% |
| Q3 2017 | $288,000 | – | 3,615 | – | 0.07% | – |
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% |