SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 204 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 2.35 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,462 | -1.8% | 66,563 | +6.4% | 0.02% | 0.0% |
| Q2 2023 | $7,602 | +11.3% | 62,549 | +7.0% | 0.02% | +7.1% |
| Q1 2023 | $6,833 | +6.2% | 58,452 | -0.1% | 0.01% | -6.7% |
| Q4 2022 | $6,437 | -99.9% | 58,500 | -7.8% | 0.02% | 0.0% |
| Q3 2022 | $5,818,000 | -14.9% | 63,469 | -6.6% | 0.02% | -16.7% |
| Q2 2022 | $6,835,000 | -18.2% | 67,936 | +1.4% | 0.02% | -5.3% |
| Q1 2022 | $8,356,000 | +49.9% | 67,026 | +40.0% | 0.02% | +46.2% |
| Q4 2021 | $5,575,000 | +9.6% | 47,866 | +12.2% | 0.01% | 0.0% |
| Q3 2021 | $5,086,000 | -10.0% | 42,644 | -0.2% | 0.01% | -7.1% |
| Q2 2021 | $5,654,000 | +13.1% | 42,736 | +7.4% | 0.01% | 0.0% |
| Q1 2021 | $4,998,000 | +11.4% | 39,798 | +1.8% | 0.01% | +7.7% |
| Q4 2020 | $4,485,000 | +18.7% | 39,094 | -9.7% | 0.01% | 0.0% |
| Q3 2020 | $3,780,000 | -7.7% | 43,289 | -7.3% | 0.01% | -13.3% |
| Q2 2020 | $4,095,000 | +1.7% | 46,709 | -11.8% | 0.02% | -21.1% |
| Q1 2020 | $4,027,000 | -33.5% | 52,934 | -4.7% | 0.02% | -17.4% |
| Q4 2019 | $6,060,000 | +14.0% | 55,541 | +11.6% | 0.02% | 0.0% |
| Q3 2019 | $5,315,000 | +1.5% | 49,753 | -1.2% | 0.02% | 0.0% |
| Q2 2019 | $5,234,000 | +20.5% | 50,365 | +6.4% | 0.02% | +15.0% |
| Q1 2019 | $4,344,000 | +17.5% | 47,321 | +1.0% | 0.02% | 0.0% |
| Q4 2018 | $3,697,000 | -19.4% | 46,844 | +1.6% | 0.02% | -9.1% |
| Q3 2018 | $4,588,000 | +20.5% | 46,095 | +5.5% | 0.02% | +10.0% |
| Q2 2018 | $3,807,000 | +4.7% | 43,692 | +4.3% | 0.02% | 0.0% |
| Q1 2018 | $3,637,000 | +5.3% | 41,873 | +1.3% | 0.02% | +5.3% |
| Q4 2017 | $3,453,000 | – | 41,328 | – | 0.02% | – |
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% |