SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 180 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 0.43 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $220,000 | +5.8% | 1,663 | 0.0% | 0.10% | -1.0% |
| Q1 2021 | $208,000 | -39.5% | 1,663 | -57.7% | 0.10% | -44.3% |
| Q2 2020 | $344,000 | -70.1% | 3,929 | -75.2% | 0.18% | -86.4% |
| Q1 2020 | $1,152,000 | -51.1% | 15,853 | -26.6% | 1.34% | -34.2% |
| Q4 2019 | $2,356,000 | +0.9% | 21,591 | -1.2% | 2.04% | -17.8% |
| Q3 2019 | $2,336,000 | +8.7% | 21,863 | +5.7% | 2.48% | -2.1% |
| Q2 2019 | $2,149,000 | +9.0% | 20,685 | -3.7% | 2.54% | +5.2% |
| Q1 2019 | $1,972,000 | -24.0% | 21,483 | -17.6% | 2.41% | -33.7% |
| Q3 2018 | $2,596,000 | +13.9% | 26,075 | -0.4% | 3.63% | +1.0% |
| Q2 2018 | $2,280,000 | +22.0% | 26,168 | +21.6% | 3.60% | +13.1% |
| Q1 2018 | $1,869,000 | +13.7% | 21,512 | +9.3% | 3.18% | +5.9% |
| Q4 2017 | $1,644,000 | – | 19,676 | – | 3.00% | – |
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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% |