SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 249 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.01 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 | 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% |