SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 250 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,338,994 | +5.0% | 45,285 | +5.4% | 2.12% | -2.6% |
| Q1 2024 | $6,035,326 | +17.4% | 42,953 | +13.1% | 2.17% | +3.4% |
| Q4 2023 | $5,142,168 | +34.8% | 37,972 | +11.6% | 2.10% | +15.0% |
| Q3 2023 | $3,814,315 | +1.1% | 34,026 | +9.6% | 1.83% | +4.3% |
| Q2 2023 | $3,773,020 | +37.7% | 31,046 | +32.5% | 1.75% | +22.6% |
| Q1 2023 | $2,740,137 | +855.8% | 23,438 | +799.7% | 1.43% | +767.3% |
| Q4 2022 | $286,680 | – | 2,605 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 204,745 | $23,847,000 | 5.00% |
| Lee Financial Group Hawaii, Inc. | 44,549 | $5,189,000 | 3.77% |
| SFI Advisors, LLC | 20,891 | $2,414,000 | 2.13% |
| Engrave Wealth Partners LLC | 52,380 | $6,101,000 | 1.76% |
| PACIFIC SUN FINANCIAL CORP | 20,025 | $2,332,000 | 1.24% |
| Cavalier Investments, LLC | 39,739 | $4,628,000 | 1.20% |
| Legacy Wealth Planning, LLC | 6,445 | $751,000 | 0.86% |
| Spectrum Wealth Advisory Group, LLC | 7,749 | $902,000 | 0.80% |
| JMAC ENTERPRISES LLC | 29,059 | $3,269,000 | 0.77% |
| HBW ADVISORY SERVICES LLC | 26,250 | $3,057,000 | 0.71% |