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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,443,386 | +2.9% | 12,876 | +11.5% | 0.91% | +6.1% |
| Q2 2023 | $1,403,255 | +4.3% | 11,547 | +0.3% | 0.86% | +1.2% |
| Q1 2023 | $1,345,313 | +5.7% | 11,507 | -0.5% | 0.85% | +2.9% |
| Q4 2022 | $1,273,279 | +760.3% | 11,570 | +619.1% | 0.82% | +678.3% |
| Q3 2022 | $148,000 | -12.9% | 1,609 | -4.9% | 0.11% | -8.6% |
| Q2 2022 | $170,000 | -6.1% | 1,692 | +16.4% | 0.12% | +6.4% |
| Q1 2022 | $181,000 | +8950.0% | 1,454 | +10285.7% | 0.11% | +10800.0% |
| Q1 2021 | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | – | 14 | – | 0.00% | – |
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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% |