SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 183 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 0.43 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $228,000 | -1.7% | 1,956 | +0.7% | 0.08% | -10.5% |
| Q3 2021 | $232,000 | -13.4% | 1,943 | -4.0% | 0.10% | -13.6% |
| Q2 2021 | $268,000 | +12.1% | 2,025 | +6.2% | 0.11% | 0.0% |
| Q1 2021 | $239,000 | +8.6% | 1,906 | -0.6% | 0.11% | +3.8% |
| Q4 2020 | $220,000 | -8.3% | 1,918 | -30.2% | 0.11% | -28.4% |
| Q3 2020 | $240,000 | -0.8% | 2,749 | -0.4% | 0.15% | -2.0% |
| Q2 2020 | $242,000 | +1.7% | 2,759 | -11.7% | 0.15% | -51.4% |
| Q1 2020 | $238,000 | -55.7% | 3,126 | -31.8% | 0.31% | -45.8% |
| Q4 2019 | $537,000 | – | 4,583 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 207,895 | $20,916,000 | 6.95% |
| Lee Financial Group Hawaii, Inc. | 46,383 | $4,667,000 | 4.55% |
| SFI Advisors, LLC | 20,828 | $2,095,000 | 2.32% |
| Engrave Wealth Partners LLC | 47,597 | $4,789,000 | 2.12% |
| Anson Capital, Inc. | 18,541 | $1,866,000 | 1.98% |
| PACIFIC SUN FINANCIAL CORP | 21,224 | $2,135,000 | 1.41% |
| Q3 Asset Management | 18,271 | $1,838,000 | 1.39% |
| Evolution Wealth Advisors, LLC | 43,935 | $4,420,000 | 1.12% |
| JMAC ENTERPRISES LLC | 40,446 | $4,069,000 | 1.05% |
| Legacy Wealth Planning, LLC | 5,845 | $588,000 | 0.84% |