SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 137 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is 1.07 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $25,091 | +19.5% | 228 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $21,000 | -8.7% | 228 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $23,000 | -17.9% | 228 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $28,000 | +47.4% | 228 | +39.9% | 0.00% | 0.0% |
| Q4 2021 | $19,000 | -69.4% | 163 | -68.5% | 0.00% | -66.7% |
| Q3 2021 | $62,000 | -8.8% | 517 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $68,000 | 0.0% | 517 | -5.1% | 0.01% | -12.5% |
| Q1 2021 | $68,000 | -9.3% | 545 | -17.0% | 0.01% | -20.0% |
| Q4 2020 | $75,000 | +8.7% | 657 | -17.2% | 0.01% | 0.0% |
| Q3 2020 | $69,000 | -57.7% | 793 | -57.4% | 0.01% | -64.3% |
| Q2 2020 | $163,000 | +19.9% | 1,863 | +4.2% | 0.03% | -9.7% |
| Q1 2020 | $136,000 | -40.1% | 1,788 | -14.0% | 0.03% | -27.9% |
| Q4 2019 | $227,000 | +2.3% | 2,079 | 0.0% | 0.04% | -10.4% |
| Q3 2019 | $222,000 | -6.3% | 2,079 | -9.0% | 0.05% | -9.4% |
| Q2 2019 | $237,000 | +12.9% | 2,285 | 0.0% | 0.05% | -8.6% |
| Q1 2019 | $210,000 | +6.6% | 2,285 | -8.6% | 0.06% | -46.8% |
| Q4 2018 | $197,000 | -35.4% | 2,500 | -18.4% | 0.11% | +14.7% |
| Q3 2018 | $305,000 | +14.2% | 3,065 | 0.0% | 0.10% | 0.0% |
| Q2 2018 | $267,000 | +0.4% | 3,065 | 0.0% | 0.10% | -5.9% |
| Q1 2018 | $266,000 | +3.9% | 3,065 | 0.0% | 0.10% | +1.0% |
| Q4 2017 | $256,000 | – | 3,065 | – | 0.10% | – |
Download | ||||||
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% |