SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 244 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.36 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,829,024 | -6.6% | 16,316 | +1.2% | 0.03% | 0.0% |
| Q2 2023 | $1,959,185 | +2.5% | 16,121 | -1.4% | 0.03% | -12.8% |
| Q1 2023 | $1,911,011 | +3.5% | 16,346 | -2.5% | 0.04% | -2.5% |
| Q4 2022 | $1,845,649 | +18.3% | 16,771 | -1.5% | 0.04% | +11.1% |
| Q3 2022 | $1,560,000 | -11.1% | 17,021 | -2.4% | 0.04% | -5.3% |
| Q2 2022 | $1,755,000 | +2.6% | 17,446 | +27.2% | 0.04% | +26.7% |
| Q1 2022 | $1,710,000 | +2.0% | 13,716 | -4.7% | 0.03% | +3.4% |
| Q4 2021 | $1,677,000 | -4.3% | 14,395 | -2.0% | 0.03% | -9.4% |
| Q3 2021 | $1,753,000 | -5.7% | 14,695 | +4.6% | 0.03% | -5.9% |
| Q2 2021 | $1,858,000 | +9.0% | 14,045 | +3.5% | 0.03% | +6.2% |
| Q1 2021 | $1,704,000 | +16.8% | 13,570 | +6.7% | 0.03% | +6.7% |
| Q4 2020 | $1,459,000 | +31.3% | 12,720 | +0.0% | 0.03% | +15.4% |
| Q3 2020 | $1,111,000 | +11.4% | 12,715 | +11.9% | 0.03% | +4.0% |
| Q2 2020 | $997,000 | – | 11,365 | – | 0.02% | – |
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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% |