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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $477,126 | -14.4% | 4,302 | -6.2% | 0.17% | -12.6% |
| Q2 2023 | $557,640 | -4.4% | 4,588 | -7.2% | 0.20% | -4.3% |
| Q1 2023 | $583,574 | +4.1% | 4,943 | -3.0% | 0.21% | -3.7% |
| Q4 2022 | $560,750 | +14.0% | 5,095 | -5.0% | 0.22% | +2.9% |
| Q3 2022 | $492,000 | -10.1% | 5,363 | -1.3% | 0.21% | -5.0% |
| Q2 2022 | $547,000 | -23.5% | 5,434 | -4.1% | 0.22% | -15.4% |
| Q1 2022 | $715,000 | +19.6% | 5,665 | +10.3% | 0.26% | +20.4% |
| Q4 2021 | $598,000 | -4.2% | 5,137 | 0.0% | 0.22% | -13.6% |
| Q3 2021 | $624,000 | +10.4% | 5,137 | +20.6% | 0.25% | +4.2% |
| Q2 2021 | $565,000 | +33.9% | 4,258 | +27.6% | 0.24% | +9.1% |
| Q1 2021 | $422,000 | +72.2% | 3,338 | +56.2% | 0.22% | +50.7% |
| Q4 2020 | $245,000 | – | 2,137 | – | 0.15% | – |
Download | ||||||
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% |