SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 197 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is 0.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $180,033 | -8.9% | 1,606 | -1.3% | 0.00% | – |
| Q2 2023 | $197,729 | -53.7% | 1,627 | -55.5% | 0.00% | -100.0% |
| Q1 2023 | $427,423 | +12.5% | 3,656 | +5.9% | 0.00% | 0.0% |
| Q4 2022 | $379,893 | +0.5% | 3,452 | -16.2% | 0.00% | 0.0% |
| Q3 2022 | $378,000 | -5.0% | 4,120 | +4.2% | 0.00% | 0.0% |
| Q2 2022 | $398,000 | -64.5% | 3,955 | -56.0% | 0.00% | -50.0% |
| Q1 2022 | $1,120,000 | +3194.1% | 8,980 | +3007.3% | 0.00% | – |
| Q4 2021 | $34,000 | 0.0% | 289 | 0.0% | 0.00% | – |
| Q3 2021 | $34,000 | -10.5% | 289 | 0.0% | 0.00% | – |
| Q2 2021 | $38,000 | +5.6% | 289 | 0.0% | 0.00% | – |
| Q1 2021 | $36,000 | +9.1% | 289 | 0.0% | 0.00% | – |
| Q4 2020 | $33,000 | +32.0% | 289 | 0.0% | 0.00% | – |
| Q3 2020 | $25,000 | -70.9% | 289 | -70.7% | 0.00% | – |
| Q2 2020 | $86,000 | -25.9% | 986 | -35.8% | 0.00% | – |
| Q1 2020 | $116,000 | -39.9% | 1,536 | -13.0% | 0.00% | – |
| Q4 2019 | $193,000 | +50.8% | 1,766 | +47.0% | 0.00% | – |
| Q3 2019 | $128,000 | +26.7% | 1,201 | +24.5% | 0.00% | – |
| Q2 2019 | $101,000 | +16.1% | 965 | +2.8% | 0.00% | – |
| Q1 2019 | $87,000 | +22.5% | 939 | +4.3% | 0.00% | – |
| Q4 2018 | $71,000 | -21.1% | 900 | 0.0% | 0.00% | – |
| Q3 2018 | $90,000 | +104.5% | 900 | +80.0% | 0.00% | – |
| Q2 2018 | $44,000 | +2.3% | 500 | 0.0% | 0.00% | – |
| Q1 2018 | $43,000 | – | 500 | – | 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% |