SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 243 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $40,685 | +49.1% | 348 | +40.3% | 0.02% | +30.8% |
| Q4 2022 | $27,292 | +13.7% | 248 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $24,000 | -4.0% | 248 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $25,000 | -19.4% | 248 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $31,000 | +6.9% | 248 | 0.0% | 0.02% | +14.3% |
| Q4 2021 | $29,000 | -3.3% | 248 | 0.0% | 0.01% | -26.3% |
| Q3 2021 | $30,000 | -9.1% | 248 | 0.0% | 0.02% | -13.6% |
| Q2 2021 | $33,000 | +6.5% | 248 | 0.0% | 0.02% | -12.0% |
| Q1 2021 | $31,000 | +10.7% | 248 | 0.0% | 0.02% | -3.8% |
| Q4 2020 | $28,000 | – | 248 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 206,525 | $24,632,000 | 5.69% |
| Lee Financial Group Hawaii, Inc. | 48,042 | $5,730,000 | 4.21% |
| American Financial Advisors, LLC | 114,655 | $13,675,000 | 1.83% |
| Engrave Wealth Partners LLC | 48,165 | $5,745,000 | 1.70% |
| PACIFIC SUN FINANCIAL CORP | 18,937 | $2,259,000 | 1.30% |
| Cavalier Investments, LLC | 32,644 | $3,893,000 | 1.23% |
| Spectrum Wealth Advisory Group, LLC | 7,967 | $950,000 | 0.94% |
| WT Wealth Management | 19,580 | $2,335,000 | 0.90% |
| Legacy Wealth Planning, LLC | 6,445 | $769,000 | 0.86% |
| HBW ADVISORY SERVICES LLC | 25,877 | $3,086,000 | 0.80% |