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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $686,000 | -13.9% | 6,818 | +6.7% | 0.13% | -5.3% |
| Q1 2022 | $797,000 | +7.4% | 6,390 | +0.3% | 0.13% | -5.7% |
| Q4 2021 | $742,000 | -1.2% | 6,370 | +1.1% | 0.14% | -11.3% |
| Q3 2021 | $751,000 | -6.2% | 6,300 | +4.0% | 0.16% | -9.1% |
| Q2 2021 | $801,000 | +18.5% | 6,055 | +12.5% | 0.18% | +7.4% |
| Q1 2021 | $676,000 | +42.9% | 5,380 | +30.6% | 0.16% | +246.8% |
| Q4 2020 | $473,000 | +51.6% | 4,120 | +15.4% | 0.05% | +30.6% |
| Q3 2020 | $312,000 | +13.9% | 3,570 | +14.4% | 0.04% | +20.0% |
| Q2 2020 | $274,000 | – | 3,120 | – | 0.03% | – |
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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% |