SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 225 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,457,244 | -4.8% | 12,999 | +3.2% | 2.77% | -2.4% |
| Q2 2023 | $1,530,102 | -5.9% | 12,590 | -9.5% | 2.84% | +7.7% |
| Q1 2023 | $1,626,185 | -23.4% | 13,910 | -27.9% | 2.63% | -6.1% |
| Q4 2022 | $2,122,000 | +26.5% | 19,280 | +5.4% | 2.80% | +24.3% |
| Q3 2022 | $1,677,000 | -10.1% | 18,292 | -1.3% | 2.26% | +14.0% |
| Q2 2022 | $1,866,000 | -9.5% | 18,541 | +12.2% | 1.98% | +1.5% |
| Q1 2022 | $2,061,000 | – | 16,528 | – | 1.95% | – |
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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% |