SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 179 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.36 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $98 | +4.3% | 870 | +13.0% | 0.00% | – |
| Q2 2023 | $94 | +20.5% | 770 | +14.9% | 0.00% | – |
| Q1 2023 | $78 | +5.4% | 670 | 0.0% | 0.00% | – |
| Q4 2022 | $74 | -99.9% | 670 | -54.7% | 0.00% | – |
| Q3 2022 | $135,000 | -8.8% | 1,478 | 0.0% | 0.00% | – |
| Q2 2022 | $148,000 | -20.0% | 1,478 | 0.0% | 0.00% | – |
| Q1 2022 | $185,000 | -46.2% | 1,478 | -50.0% | 0.00% | – |
| Q4 2021 | $344,000 | -90.9% | 2,956 | -90.7% | 0.00% | -100.0% |
| Q3 2021 | $3,775,000 | +43.9% | 31,654 | +59.7% | 0.00% | +100.0% |
| Q2 2021 | $2,623,000 | -58.8% | 19,821 | -60.9% | 0.00% | -66.7% |
| Q1 2021 | $6,364,000 | -93.5% | 50,670 | -94.0% | 0.00% | -94.2% |
| Q4 2020 | $97,606,000 | +48.9% | 850,670 | +13.3% | 0.05% | +33.3% |
| Q3 2020 | $65,564,000 | -0.4% | 750,670 | 0.0% | 0.04% | -23.5% |
| Q2 2020 | $65,827,000 | +141.3% | 750,670 | +200.3% | 0.05% | +240.0% |
| Q4 2019 | $27,278,000 | -92.3% | 250,000 | -92.4% | 0.02% | -93.2% |
| Q3 2019 | $352,539,000 | – | 3,300,000 | – | 0.22% | – |
Download | ||||||
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% |