SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 201 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is 0.53 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $206,000 | +2.0% | 1,888 | 0.0% | 0.07% | -1.5% |
| Q3 2019 | $202,000 | -4.3% | 1,888 | -17.8% | 0.07% | -6.8% |
| Q1 2019 | $211,000 | -33.6% | 2,297 | -43.1% | 0.07% | -42.5% |
| Q4 2018 | $318,000 | -20.9% | 4,035 | 0.0% | 0.13% | -22.6% |
| Q3 2018 | $402,000 | +14.2% | 4,035 | 0.0% | 0.16% | +3.8% |
| Q2 2018 | $352,000 | -10.2% | 4,035 | -10.5% | 0.16% | -11.2% |
| Q1 2018 | $392,000 | – | 4,507 | – | 0.18% | – |
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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% |