SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 162 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $474,000 | +15.0% | 5,410 | 0.0% | 0.26% | -6.4% |
| Q1 2020 | $412,000 | -27.2% | 5,410 | +4.3% | 0.28% | -10.2% |
| Q4 2019 | $566,000 | +2.2% | 5,187 | 0.0% | 0.31% | -8.2% |
| Q3 2019 | $554,000 | +2.0% | 5,187 | -0.7% | 0.34% | +0.3% |
| Q2 2019 | $543,000 | +13.4% | 5,224 | +0.0% | 0.34% | +10.0% |
| Q1 2019 | $479,000 | +13.0% | 5,223 | -2.8% | 0.31% | +1.6% |
| Q4 2018 | $424,000 | -20.7% | 5,373 | +0.0% | 0.30% | -11.1% |
| Q3 2018 | $535,000 | +14.3% | 5,372 | +0.0% | 0.34% | +5.9% |
| Q2 2018 | $468,000 | -1.5% | 5,370 | -1.8% | 0.32% | -4.4% |
| Q1 2018 | $475,000 | +10.2% | 5,470 | +6.1% | 0.34% | +10.5% |
| Q4 2017 | $431,000 | +4.1% | 5,155 | -0.6% | 0.31% | -6.4% |
| Q3 2017 | $414,000 | +13.4% | 5,188 | +0.0% | 0.33% | +5.1% |
| Q2 2017 | $365,000 | +5.2% | 5,187 | 0.0% | 0.31% | +3.3% |
| Q1 2017 | $347,000 | +7.8% | 5,187 | +2.0% | 0.30% | -5.0% |
| Q4 2016 | $322,000 | – | 5,087 | – | 0.32% | – |
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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% |