SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 233 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.24 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 | 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% |