SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 207 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.07 and the average weighting 0.1%.
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 | 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% |