SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 220 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $50,294 | -36.5% | 359 | -36.2% | 0.02% | -40.0% |
| Q1 2024 | $79,161 | +3.9% | 563 | 0.0% | 0.04% | -7.9% |
| Q4 2023 | $76,209 | +120866.7% | 563 | +0.4% | 0.04% | +5.6% |
| Q3 2023 | $63 | -7.4% | 561 | 0.0% | 0.04% | -5.3% |
| Q2 2023 | $68 | +9.7% | 561 | +0.4% | 0.04% | -9.5% |
| Q4 2022 | $62 | -99.9% | 559 | 0.0% | 0.04% | +7.7% |
| Q3 2022 | $51,000 | -8.9% | 559 | +0.2% | 0.04% | +5.4% |
| Q2 2022 | $56,000 | -18.8% | 558 | +0.2% | 0.04% | -2.6% |
| Q1 2022 | $69,000 | +6.2% | 557 | 0.0% | 0.04% | +11.8% |
| Q4 2021 | $65,000 | – | 557 | – | 0.03% | – |
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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% |