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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $302,000 | -14.9% | 2,419 | -20.7% | 0.12% | -10.8% |
| Q4 2021 | $355,000 | -84.8% | 3,051 | -84.4% | 0.13% | -85.6% |
| Q3 2021 | $2,335,000 | +0.9% | 19,580 | +11.9% | 0.90% | -4.1% |
| Q2 2021 | $2,315,000 | +4.9% | 17,496 | -0.4% | 0.94% | -8.0% |
| Q1 2021 | $2,206,000 | +12.2% | 17,565 | +2.5% | 1.02% | -4.9% |
| Q4 2020 | $1,966,000 | +56.3% | 17,135 | +18.9% | 1.07% | +28.7% |
| Q3 2020 | $1,258,000 | +0.1% | 14,407 | +0.5% | 0.83% | -17.7% |
| Q2 2020 | $1,257,000 | +32.5% | 14,339 | +14.8% | 1.01% | +1.2% |
| Q1 2020 | $949,000 | -25.6% | 12,485 | +6.8% | 1.00% | +3.2% |
| Q4 2019 | $1,275,000 | +11.4% | 11,687 | +9.0% | 0.97% | -2.6% |
| Q3 2019 | $1,145,000 | – | 10,719 | – | 1.00% | – |
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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% |