SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 183 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,000 | – | 4 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q3 2020 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 4 | -99.9% | 0.00% | -100.0% |
| Q4 2019 | $359,000 | +40.2% | 3,290 | +37.1% | 0.04% | +25.0% |
| Q3 2019 | $256,000 | -59.6% | 2,400 | -60.7% | 0.03% | -61.6% |
| Q2 2019 | $634,000 | +72.8% | 6,100 | +52.5% | 0.07% | +62.2% |
| Q1 2019 | $367,000 | +16.1% | 4,000 | 0.0% | 0.04% | +2.3% |
| Q4 2018 | $316,000 | -10.5% | 4,000 | 0.0% | 0.04% | -8.3% |
| Q3 2018 | $353,000 | +25.6% | 4,000 | +33.3% | 0.05% | +23.1% |
| Q2 2018 | $281,000 | +7.7% | 3,000 | 0.0% | 0.04% | -7.1% |
| Q1 2018 | $261,000 | +4.0% | 3,000 | 0.0% | 0.04% | +2.4% |
| Q4 2017 | $251,000 | – | 3,000 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 207,895 | $20,916,000 | 6.95% |
| Lee Financial Group Hawaii, Inc. | 46,383 | $4,667,000 | 4.55% |
| SFI Advisors, LLC | 20,828 | $2,095,000 | 2.32% |
| Engrave Wealth Partners LLC | 47,597 | $4,789,000 | 2.12% |
| Anson Capital, Inc. | 18,541 | $1,866,000 | 1.98% |
| PACIFIC SUN FINANCIAL CORP | 21,224 | $2,135,000 | 1.41% |
| Q3 Asset Management | 18,271 | $1,838,000 | 1.39% |
| Evolution Wealth Advisors, LLC | 43,935 | $4,420,000 | 1.12% |
| JMAC ENTERPRISES LLC | 40,446 | $4,069,000 | 1.05% |
| Legacy Wealth Planning, LLC | 5,845 | $588,000 | 0.84% |