SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 197 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $88,392 | -7.7% | 789 | +0.1% | 0.04% | -6.4% |
| Q2 2023 | $95,765 | +3.2% | 788 | -0.6% | 0.05% | -4.1% |
| Q1 2023 | $92,754 | +6.3% | 793 | 0.0% | 0.05% | -2.0% |
| Q4 2022 | $87,252 | +19.5% | 793 | +0.1% | 0.05% | +16.3% |
| Q3 2022 | $73,000 | -8.8% | 792 | +0.1% | 0.04% | -14.0% |
| Q2 2022 | $80,000 | -35.5% | 791 | -20.3% | 0.05% | -18.0% |
| Q1 2022 | $124,000 | -0.8% | 993 | -7.3% | 0.06% | +3.4% |
| Q4 2021 | $125,000 | -2.3% | 1,071 | 0.0% | 0.06% | -26.2% |
| Q3 2021 | $128,000 | -18.5% | 1,071 | -9.9% | 0.08% | -16.7% |
| Q2 2021 | $157,000 | +121.1% | 1,189 | +111.6% | 0.10% | +84.6% |
| Q1 2021 | $71,000 | +12.7% | 562 | +2.6% | 0.05% | 0.0% |
| Q4 2020 | $63,000 | +1.6% | 548 | -23.2% | 0.05% | -14.8% |
| Q3 2020 | $62,000 | – | 714 | – | 0.06% | – |
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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% |