SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 207 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,243 | -7.8% | 1,786 | 0.0% | 0.18% | -6.3% |
| Q2 2023 | $217,083 | -11.0% | 1,786 | -14.4% | 0.19% | -14.8% |
| Q1 2023 | $243,899 | -22.9% | 2,086 | -27.4% | 0.22% | -29.0% |
| Q4 2022 | $316,243 | +14.2% | 2,874 | -4.9% | 0.31% | +6.4% |
| Q3 2022 | $277,000 | -8.9% | 3,023 | +0.1% | 0.30% | -3.6% |
| Q2 2022 | $304,000 | -19.4% | 3,021 | +0.0% | 0.31% | +5.5% |
| Q1 2022 | $377,000 | +7.1% | 3,020 | 0.0% | 0.29% | +16.5% |
| Q4 2021 | $352,000 | – | 3,020 | – | 0.25% | – |
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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% |