SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 207 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - 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% | – |
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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% |