SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 194 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $786,376 | +135.9% | 7,015 | +155.7% | 0.06% | +137.5% |
| Q2 2023 | $333,362 | +12.9% | 2,743 | +8.6% | 0.02% | +14.3% |
| Q1 2023 | $295,324 | -80.2% | 2,526 | -78.9% | 0.02% | -78.8% |
| Q1 2022 | $1,495,000 | +128.6% | 11,989 | +113.6% | 0.10% | +141.5% |
| Q4 2021 | $654,000 | -56.2% | 5,612 | -55.2% | 0.04% | -59.4% |
| Q3 2021 | $1,494,000 | +4.4% | 12,527 | +15.8% | 0.10% | +5.2% |
| Q2 2021 | $1,431,000 | +5.4% | 10,820 | +0.0% | 0.10% | 0.0% |
| Q1 2021 | $1,358,000 | +176.6% | 10,817 | +152.7% | 0.10% | +182.4% |
| Q4 2020 | $491,000 | -67.5% | 4,281 | -75.3% | 0.03% | -73.6% |
| Q3 2020 | $1,512,000 | -7.0% | 17,315 | -6.6% | 0.13% | -16.2% |
| Q2 2020 | $1,626,000 | -10.8% | 18,544 | -22.6% | 0.15% | -40.8% |
| Q1 2020 | $1,823,000 | – | 23,962 | – | 0.26% | – |
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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% |