SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 207 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $565,940 | -0.5% | 4,834 | +2.1% | 0.03% | -61.6% |
| Q2 2023 | $568,690 | +1.6% | 4,733 | -1.2% | 0.07% | +160.7% |
| Q1 2023 | $559,727 | -43.2% | 4,789 | -46.5% | 0.03% | -39.1% |
| Q4 2022 | $985,572 | +97.5% | 8,956 | +64.6% | 0.05% | +53.3% |
| Q3 2022 | $499,000 | -6.2% | 5,441 | +2.9% | 0.03% | -3.2% |
| Q2 2022 | $532,000 | -22.7% | 5,288 | -4.1% | 0.03% | +24.0% |
| Q1 2022 | $688,000 | +22.6% | 5,516 | +14.5% | 0.02% | +19.0% |
| Q4 2021 | $561,000 | – | 4,818 | – | 0.02% | – |
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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% |