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 | $242,403 | -8.7% | 2,162 | -1.1% | 0.11% | +1.0% |
Q2 2023 | $265,607 | +3.6% | 2,186 | +0.1% | 0.10% | -18.0% |
Q1 2023 | $256,428 | +17.0% | 2,184 | +9.6% | 0.13% | +26.7% |
Q4 2022 | $219,184 | +37.0% | 1,992 | +14.0% | 0.10% | +24.7% |
Q3 2022 | $160,000 | -26.3% | 1,748 | +0.2% | 0.08% | -15.6% |
Q1 2022 | $217,000 | +33.1% | 1,744 | +24.4% | 0.10% | +45.5% |
Q4 2021 | $163,000 | -1.2% | 1,402 | +1.2% | 0.07% | -14.3% |
Q3 2021 | $165,000 | -9.3% | 1,386 | +0.6% | 0.08% | -7.2% |
Q2 2021 | $182,000 | +1.7% | 1,378 | -3.5% | 0.08% | -5.7% |
Q1 2021 | $179,000 | +9.1% | 1,428 | +0.1% | 0.09% | -5.4% |
Q4 2020 | $164,000 | +36.7% | 1,427 | +3.5% | 0.09% | +29.2% |
Q3 2020 | $120,000 | – | 1,379 | – | 0.07% | – |
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% |