SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 4 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $592,438 | -11.2% | 5,285 | -3.8% | 0.15% | -7.5% |
| Q2 2023 | $667,429 | -0.8% | 5,492 | -4.6% | 0.16% | -5.9% |
| Q1 2023 | $672,725 | +10.4% | 5,755 | +3.9% | 0.17% | +4.3% |
| Q4 2022 | $609,357 | +17.0% | 5,537 | -2.9% | 0.16% | +7.2% |
| Q3 2022 | $521,000 | -9.5% | 5,701 | +0.2% | 0.15% | -5.0% |
| Q2 2022 | $576,000 | -23.2% | 5,691 | -5.7% | 0.16% | -13.5% |
| Q1 2022 | $750,000 | -4.0% | 6,036 | -9.9% | 0.18% | +2.8% |
| Q4 2021 | $781,000 | -8.8% | 6,696 | -6.9% | 0.18% | -15.9% |
| Q3 2021 | $856,000 | -11.4% | 7,189 | -1.5% | 0.21% | -14.1% |
| Q2 2021 | $966,000 | +5.6% | 7,299 | +0.1% | 0.25% | -1.6% |
| Q1 2021 | $915,000 | +0.9% | 7,294 | -7.7% | 0.25% | -8.0% |
| Q4 2020 | $907,000 | +1.8% | 7,904 | -22.3% | 0.28% | -11.9% |
| Q3 2020 | $891,000 | -24.6% | 10,175 | -24.5% | 0.31% | -40.3% |
| Q2 2020 | $1,181,000 | -4.8% | 13,470 | -17.7% | 0.52% | -15.4% |
| Q1 2020 | $1,240,000 | -42.5% | 16,359 | -17.3% | 0.62% | -28.2% |
| Q4 2019 | $2,157,000 | – | 19,770 | – | 0.86% | – |
Download | ||||||
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% |