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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316,537 | +0.3% | 2,824 | +8.8% | 0.01% | +20.0% |
| Q2 2023 | $315,437 | +92675.6% | 2,596 | -10.8% | 0.01% | -28.6% |
| Q1 2023 | $340 | -0.6% | 2,911 | -6.2% | 0.01% | -22.2% |
| Q4 2022 | $342 | -99.9% | 3,104 | +16.3% | 0.01% | +12.5% |
| Q3 2022 | $245,000 | -14.6% | 2,669 | -6.4% | 0.01% | -11.1% |
| Q2 2022 | $287,000 | -27.3% | 2,852 | -10.0% | 0.01% | -25.0% |
| Q1 2022 | $395,000 | +28.7% | 3,168 | +20.3% | 0.01% | +33.3% |
| Q4 2021 | $307,000 | -7.0% | 2,634 | -4.7% | 0.01% | -18.2% |
| Q3 2021 | $330,000 | +10.0% | 2,765 | +21.9% | 0.01% | 0.0% |
| Q2 2021 | $300,000 | +17.6% | 2,269 | +11.9% | 0.01% | +10.0% |
| Q1 2021 | $255,000 | – | 2,028 | – | 0.01% | – |
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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% |