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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $241,302 | +6.2% | 2,064 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $227,143 | -6.1% | 2,064 | +6.2% | 0.03% | +4.0% |
| Q1 2022 | $242,000 | +7.1% | 1,944 | 0.0% | 0.02% | +4.2% |
| Q4 2021 | $226,000 | -7.4% | 1,944 | -4.9% | 0.02% | -14.3% |
| Q3 2021 | $244,000 | -9.6% | 2,044 | 0.0% | 0.03% | -9.7% |
| Q2 2021 | $270,000 | +5.1% | 2,044 | 0.0% | 0.03% | +3.3% |
| Q1 2021 | $257,000 | +11.3% | 2,044 | +1.6% | 0.03% | 0.0% |
| Q4 2020 | $231,000 | +11.6% | 2,011 | -15.3% | 0.03% | -48.3% |
| Q3 2020 | $207,000 | -0.5% | 2,375 | 0.0% | 0.06% | -4.9% |
| Q2 2020 | $208,000 | -41.6% | 2,375 | -27.1% | 0.06% | -46.5% |
| Q4 2019 | $356,000 | -30.9% | 3,260 | -32.4% | 0.11% | -36.0% |
| Q3 2019 | $515,000 | +2.8% | 4,825 | 0.0% | 0.18% | -31.0% |
| Q2 2019 | $501,000 | +13.1% | 4,825 | 0.0% | 0.26% | +2.0% |
| Q1 2019 | $443,000 | +16.3% | 4,825 | 0.0% | 0.25% | -20.9% |
| Q4 2018 | $381,000 | – | 4,825 | – | 0.32% | – |
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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% |