SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 249 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $341,905 | -7.8% | 3,050 | 0.0% | 0.07% | -5.7% |
| Q2 2023 | $370,667 | -0.9% | 3,050 | -4.7% | 0.07% | -7.9% |
| Q1 2023 | $374,112 | +6.2% | 3,200 | 0.0% | 0.08% | 0.0% |
| Q4 2022 | $352,160 | +20.2% | 3,200 | 0.0% | 0.08% | +1.3% |
| Q3 2022 | $293,000 | -9.0% | 3,200 | 0.0% | 0.08% | -9.6% |
| Q2 2022 | $322,000 | -19.3% | 3,200 | 0.0% | 0.08% | -10.8% |
| Q1 2022 | $399,000 | +7.0% | 3,200 | 0.0% | 0.09% | +8.1% |
| Q4 2021 | $373,000 | -2.4% | 3,200 | 0.0% | 0.09% | -15.7% |
| Q3 2021 | $382,000 | -9.7% | 3,200 | 0.0% | 0.10% | -10.5% |
| Q2 2021 | $423,000 | +5.2% | 3,200 | 0.0% | 0.11% | -5.8% |
| Q1 2021 | $402,000 | +9.5% | 3,200 | 0.0% | 0.12% | +0.8% |
| Q4 2020 | $367,000 | +33.5% | 3,200 | -0.8% | 0.12% | +15.4% |
| Q3 2020 | $275,000 | -29.1% | 3,225 | -27.1% | 0.10% | -33.8% |
| Q2 2020 | $388,000 | +11.5% | 4,425 | 0.0% | 0.16% | +2.6% |
| Q1 2020 | $348,000 | -28.0% | 4,425 | 0.0% | 0.15% | -13.6% |
| Q4 2019 | $483,000 | – | 4,425 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 194,240 | $22,708,598 | 9.32% |
| Lee Financial Group Hawaii, Inc. | 45,130 | $5,276,100 | 5.43% |
| Q3 Asset Management | 40,895 | $4,780 | 3.99% |
| Anson Capital, Inc. | 13,910 | $1,626,185 | 2.63% |
| SFI Advisors, LLC | 21,325 | $2,493,106 | 2.50% |
| Heirloom Wealth Management | 40,710 | $4,759,355 | 2.27% |
| Cavalier Investments, LLC | 40,610 | $4,747,715 | 1.94% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 23,438 | $2,740,137 | 1.43% |
| HBW ADVISORY SERVICES LLC | 42,281 | $4,943 | 1.23% |
| Catalyst Wealth Management, LLC | 9,155 | $1,070,311 | 1.00% |