SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 249 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q3 2021 | $6,000 | -87.0% | 50 | -85.7% | 0.00% | -100.0% |
| Q2 2021 | $46,000 | +4.5% | 350 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $44,000 | -22.8% | 350 | -30.0% | 0.00% | 0.0% |
| Q4 2020 | $57,000 | +18.8% | 500 | -9.1% | 0.00% | 0.0% |
| Q3 2020 | $48,000 | -36.0% | 550 | -35.3% | 0.00% | -50.0% |
| Q2 2020 | $75,000 | +837.5% | 850 | +750.0% | 0.00% | – |
| Q1 2020 | $8,000 | -27.3% | 100 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $11,000 | +10.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | – |
| Q4 2017 | $8,000 | – | 100 | – | 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% |