SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 197 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $280,289 | +31.0% | 2,306 | +26.0% | 0.03% | +32.0% |
| Q1 2023 | $213,970 | +3.6% | 1,830 | -2.5% | 0.02% | -7.4% |
| Q4 2022 | $206,465 | -1.7% | 1,876 | -18.2% | 0.03% | -15.6% |
| Q3 2022 | $210,000 | -19.2% | 2,293 | -11.3% | 0.03% | -17.9% |
| Q2 2022 | $260,000 | -23.1% | 2,586 | -4.7% | 0.04% | -11.4% |
| Q1 2022 | $338,000 | -18.8% | 2,714 | -24.0% | 0.04% | -20.0% |
| Q4 2021 | $416,000 | -14.4% | 3,573 | -12.4% | 0.06% | -21.4% |
| Q3 2021 | $486,000 | -13.1% | 4,078 | -3.5% | 0.07% | +2.9% |
| Q2 2021 | $559,000 | +1142.2% | 4,228 | +1077.7% | 0.07% | +871.4% |
| Q1 2021 | $45,000 | +9.8% | 359 | 0.0% | 0.01% | -22.2% |
| Q4 2020 | $41,000 | -99.1% | 359 | +618.0% | 0.01% | +350.0% |
| Q3 2020 | $4,628,000 | +10.2% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,199,000 | -44.8% | 50 | -50.0% | 0.00% | -60.0% |
| Q1 2020 | $7,609,000 | -36.1% | 100 | 0.0% | 0.01% | -28.6% |
| Q4 2019 | $11,900,000 | – | 100 | – | 0.01% | – |
Download | ||||||
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% |