SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 194 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12 | -14.3% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $14 | +7.7% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $13 | +8.3% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12 | -99.8% | 110 | +107.5% | 0.00% | +100.0% |
| Q3 2022 | $5,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | -28.6% | 53 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | +16.7% | 53 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $6,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | -14.3% | 53 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | +16.7% | 53 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | +20.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | -75.0% | 53 | -79.9% | 0.00% | -83.3% |
| Q1 2020 | $20,000 | -31.0% | 264 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $29,000 | +3.6% | 264 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $28,000 | +3.7% | 264 | 0.0% | 0.01% | +14.3% |
| Q2 2019 | $27,000 | +12.5% | 264 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $24,000 | +14.3% | 264 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $21,000 | 0.0% | 264 | +25.1% | 0.01% | 0.0% |
| Q3 2018 | $21,000 | +16.7% | 211 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $18,000 | 0.0% | 211 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $18,000 | 0.0% | 211 | 0.0% | 0.01% | +16.7% |
| Q4 2017 | $18,000 | – | 211 | – | 0.01% | – |
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% |