SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 225 filers reported holding SPDR SER TR in Q2 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 | $210,748 | +28.4% | 1,880 | +39.2% | 0.00% | – |
| Q2 2023 | $164,187 | +180.9% | 1,351 | +170.2% | 0.00% | – |
| Q1 2023 | $58,455 | +6.2% | 500 | 0.0% | 0.00% | – |
| Q4 2022 | $55,025 | +19.6% | 500 | 0.0% | 0.00% | – |
| Q3 2022 | $46,000 | -8.0% | 500 | 0.0% | 0.00% | – |
| Q2 2022 | $50,000 | -19.4% | 500 | 0.0% | 0.00% | – |
| Q1 2022 | $62,000 | +6.9% | 500 | 0.0% | 0.00% | – |
| Q4 2021 | $58,000 | -3.3% | 500 | 0.0% | 0.00% | – |
| Q3 2021 | $60,000 | -9.1% | 500 | 0.0% | 0.00% | – |
| Q2 2021 | $66,000 | +4.8% | 500 | 0.0% | 0.00% | – |
| Q1 2021 | $63,000 | +10.5% | 500 | 0.0% | 0.00% | – |
| Q4 2020 | $57,000 | +29.5% | 500 | 0.0% | 0.00% | – |
| Q3 2020 | $44,000 | -42.9% | 500 | -41.9% | 0.00% | – |
| Q2 2020 | $77,000 | – | 860 | – | 0.00% | – |
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% |