SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 244 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.36 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $210,607 | -14.5% | 1,879 | -7.3% | 0.26% | -4.4% |
| Q2 2023 | $246,433 | +4.0% | 2,028 | +0.1% | 0.27% | -1.1% |
| Q1 2023 | $236,917 | +6.3% | 2,026 | +0.0% | 0.27% | +13.2% |
| Q4 2022 | $222,891 | -6.7% | 2,025 | -14.7% | 0.24% | -12.6% |
| Q2 2022 | $239,000 | -21.1% | 2,373 | -2.4% | 0.28% | -3.8% |
| Q1 2022 | $303,000 | +25.2% | 2,432 | +16.9% | 0.29% | +32.7% |
| Q4 2021 | $242,000 | – | 2,081 | – | 0.22% | – |
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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% |