SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 233 filers reported holding SPDR SER TR in Q1 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 | $1,875,569 | +11.6% | 16,731 | +21.0% | 0.03% | +13.0% |
| Q2 2023 | $1,680,676 | +4.7% | 13,829 | +0.7% | 0.02% | -4.2% |
| Q1 2023 | $1,605,151 | +7.6% | 13,730 | +1.3% | 0.02% | 0.0% |
| Q4 2022 | $1,492,070 | -28.2% | 13,558 | -40.1% | 0.02% | -33.3% |
| Q3 2022 | $2,077,055 | -9.3% | 22,653 | -0.5% | 0.04% | -16.3% |
| Q2 2022 | $2,291,000 | -4.4% | 22,772 | +18.5% | 0.04% | +7.5% |
| Q1 2022 | $2,396,000 | – | 19,219 | – | 0.04% | – |
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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% |