SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 4 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,600 | -7.8% | 157 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $19,080 | +3.9% | 157 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $18,355 | +6.2% | 157 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $17,278 | +23.4% | 157 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $14,000 | -12.5% | 157 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $16,000 | -15.8% | 157 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $19,000 | +5.6% | 157 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $18,000 | -5.3% | 157 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $19,000 | -29.6% | 157 | -24.2% | 0.00% | 0.0% |
| Q2 2021 | $27,000 | -15.6% | 207 | -17.2% | 0.00% | 0.0% |
| Q1 2021 | $32,000 | +3.2% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $31,000 | +138.5% | 250 | +59.2% | 0.00% | 0.0% |
| Q3 2020 | $13,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | +8.3% | 157 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $12,000 | -85.9% | 157 | -80.0% | 0.00% | -80.0% |
| Q4 2019 | $85,000 | +2.4% | 784 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $83,000 | +112.8% | 784 | +106.3% | 0.01% | +150.0% |
| Q2 2019 | $39,000 | +14.7% | 380 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $34,000 | +126.7% | 380 | +90.0% | 0.00% | +100.0% |
| Q4 2018 | $15,000 | -21.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $19,000 | -26.9% | 200 | -33.3% | 0.00% | -50.0% |
| Q2 2018 | $26,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $26,000 | +4.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $25,000 | +66.7% | 300 | +50.0% | 0.00% | +100.0% |
| Q3 2017 | $15,000 | -28.6% | 200 | -33.3% | 0.00% | -50.0% |
| Q2 2017 | $21,000 | – | 300 | – | 0.00% | – |
Download | ||||||
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% |