SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 244 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.36 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,765 | -7.7% | 265 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $32,260 | +4.0% | 265 | 0.0% | 0.02% | -4.8% |
| Q1 2023 | $31,025 | +7.3% | 265 | 0.0% | 0.02% | -4.5% |
| Q4 2022 | $28,916 | +15.7% | 265 | 0.0% | 0.02% | +15.8% |
| Q3 2022 | $25,000 | +4.2% | 265 | +10.4% | 0.02% | +11.8% |
| Q2 2022 | $24,000 | -20.0% | 240 | 0.0% | 0.02% | -5.6% |
| Q1 2022 | $30,000 | -41.2% | 240 | -45.5% | 0.02% | -40.0% |
| Q4 2021 | $51,000 | -3.8% | 440 | 0.0% | 0.03% | -6.2% |
| Q3 2021 | $53,000 | -8.6% | 440 | 0.0% | 0.03% | -8.6% |
| Q2 2021 | $58,000 | +16.0% | 440 | +10.0% | 0.04% | +12.9% |
| Q1 2021 | $50,000 | +4.2% | 400 | 0.0% | 0.03% | +6.9% |
| Q4 2020 | $48,000 | +37.1% | 400 | 0.0% | 0.03% | +20.8% |
| Q3 2020 | $35,000 | 0.0% | 400 | 0.0% | 0.02% | -33.3% |
| Q2 2020 | $35,000 | +12.9% | 400 | 0.0% | 0.04% | +12.5% |
| Q1 2020 | $31,000 | -29.5% | 400 | 0.0% | 0.03% | -5.9% |
| Q4 2019 | $44,000 | – | 400 | – | 0.03% | – |
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% |