SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 243 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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |