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 | $231,699 | -7.4% | 2,067 | +0.4% | 0.06% | 0.0% |
| Q2 2023 | $250,139 | +4.0% | 2,058 | 0.0% | 0.06% | -3.2% |
| Q1 2023 | $240,548 | +9.3% | 2,058 | +3.0% | 0.06% | 0.0% |
| Q4 2022 | $219,982 | -5.6% | 1,999 | +7.1% | 0.06% | +3.3% |
| Q1 2022 | $233,000 | +11.5% | 1,866 | +4.2% | 0.06% | +11.1% |
| Q4 2021 | $209,000 | -2.3% | 1,791 | 0.0% | 0.05% | -15.6% |
| Q3 2021 | $214,000 | -9.7% | 1,791 | 0.0% | 0.06% | -5.9% |
| Q2 2021 | $237,000 | +5.3% | 1,791 | +0.1% | 0.07% | -12.8% |
| Q1 2021 | $225,000 | – | 1,790 | – | 0.08% | – |
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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% |