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 | $2,428,422 | -6.8% | 21,663 | +1.1% | 2.37% | -4.0% |
| Q2 2023 | $2,604,631 | +4.5% | 21,432 | +0.5% | 2.47% | -1.2% |
| Q1 2023 | $2,493,106 | +6.6% | 21,325 | +0.3% | 2.50% | -1.5% |
| Q4 2022 | $2,339,333 | +23.2% | 21,257 | +2.6% | 2.54% | +15.1% |
| Q3 2022 | $1,899,000 | -9.4% | 20,721 | -0.5% | 2.21% | -5.0% |
| Q2 2022 | $2,095,000 | -19.2% | 20,828 | +0.1% | 2.32% | +47.0% |
| Q1 2022 | $2,593,000 | +7.4% | 20,800 | -0.4% | 1.58% | -25.9% |
| Q4 2021 | $2,414,000 | – | 20,891 | – | 2.13% | – |
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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% |