SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 197 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,978 | +84.7% | 32,726 | +77.6% | 0.10% | -6.6% |
| Q1 2023 | $2,154 | +2.6% | 18,428 | -3.4% | 0.11% | -8.6% |
| Q4 2022 | $2,100 | -99.8% | 19,081 | +144.5% | 0.12% | +81.2% |
| Q2 2021 | $1,033,000 | +32.8% | 7,805 | +15.2% | 0.06% | 0.0% |
| Q4 2020 | $778,000 | -20.3% | 6,778 | -39.3% | 0.06% | -52.9% |
| Q3 2020 | $976,000 | +12.8% | 11,172 | +13.2% | 0.14% | +1.5% |
| Q2 2020 | $865,000 | – | 9,869 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 194,240 | $22,708,598 | 9.32% |
| Lee Financial Group Hawaii, Inc. | 45,130 | $5,276,100 | 5.43% |
| Q3 Asset Management | 40,895 | $4,780 | 3.99% |
| Anson Capital, Inc. | 13,910 | $1,626,185 | 2.63% |
| SFI Advisors, LLC | 21,325 | $2,493,106 | 2.50% |
| Heirloom Wealth Management | 40,710 | $4,759,355 | 2.27% |
| Cavalier Investments, LLC | 40,610 | $4,747,715 | 1.94% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 23,438 | $2,740,137 | 1.43% |
| HBW ADVISORY SERVICES LLC | 42,281 | $4,943 | 1.23% |
| Catalyst Wealth Management, LLC | 9,155 | $1,070,311 | 1.00% |