SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 194 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.30 and the average weighting 0.1%.
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 | 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% |