SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 243 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $239,063 | -20.4% | 2,133 | -13.6% | 0.00% | – |
| Q2 2023 | $300,230 | -27.9% | 2,470 | -30.7% | 0.00% | – |
| Q1 2023 | $416,422 | +145.8% | 3,562 | +131.4% | 0.00% | – |
| Q4 2022 | $169,399 | -14.9% | 1,539 | -29.2% | 0.00% | – |
| Q3 2022 | $199,000 | +1.5% | 2,175 | +11.7% | 0.00% | – |
| Q2 2022 | $196,000 | -22.2% | 1,948 | -3.6% | 0.00% | – |
| Q1 2022 | $252,000 | +29.9% | 2,020 | +21.1% | 0.00% | – |
| Q4 2021 | $194,000 | +6.0% | 1,668 | +8.5% | 0.00% | – |
| Q3 2021 | $183,000 | -2.1% | 1,538 | +8.7% | 0.00% | – |
| Q2 2021 | $187,000 | -2.6% | 1,415 | -7.4% | 0.00% | – |
| Q1 2021 | $192,000 | +4.9% | 1,528 | -4.4% | 0.00% | – |
| Q4 2020 | $183,000 | +52.5% | 1,599 | +16.0% | 0.00% | – |
| Q3 2020 | $120,000 | +12.1% | 1,379 | +12.3% | 0.00% | – |
| Q2 2020 | $107,000 | -14.4% | 1,228 | -25.3% | 0.00% | – |
| Q1 2020 | $125,000 | -72.0% | 1,645 | -59.8% | 0.00% | – |
| Q4 2019 | $446,000 | +4.2% | 4,093 | +2.1% | 0.00% | – |
| Q3 2019 | $428,000 | -15.2% | 4,010 | -17.4% | 0.00% | – |
| Q2 2019 | $505,000 | +87.0% | 4,857 | +65.0% | 0.00% | – |
| Q1 2019 | $270,000 | +3.1% | 2,944 | -11.2% | 0.00% | – |
| Q4 2018 | $262,000 | -18.4% | 3,317 | +2.4% | 0.00% | – |
| Q3 2018 | $321,000 | +38.4% | 3,240 | +21.9% | 0.00% | – |
| Q2 2018 | $232,000 | +1.3% | 2,659 | +0.8% | 0.00% | – |
| Q1 2018 | $229,000 | – | 2,637 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 194,240 | $22,708,598 | 9.32% |
| Lee Financial Group Hawaii, Inc. | 45,130 | $5,276,100 | 5.43% |
| Q3 Asset Management | 40,895 | $4,780 | 3.99% |
| Anson Capital, Inc. | 13,910 | $1,626,185 | 2.63% |
| SFI Advisors, LLC | 21,325 | $2,493,106 | 2.50% |
| Heirloom Wealth Management | 40,710 | $4,759,355 | 2.27% |
| Cavalier Investments, LLC | 40,610 | $4,747,715 | 1.94% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 23,438 | $2,740,137 | 1.43% |
| HBW ADVISORY SERVICES LLC | 42,281 | $4,943 | 1.23% |
| Catalyst Wealth Management, LLC | 9,155 | $1,070,311 | 1.00% |