SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 214 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.
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 | 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% |