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 | $28,761 | -13.8% | 257 | -6.2% | 0.00% | -50.0% |
| Q2 2023 | $33,352 | -85.7% | 274 | -86.3% | 0.00% | -84.6% |
| Q1 2023 | $233,059 | +8.7% | 1,993 | +2.3% | 0.01% | 0.0% |
| Q4 2022 | $214,428 | +10.0% | 1,948 | +0.5% | 0.01% | 0.0% |
| Q3 2022 | $195,000 | 0.0% | 1,938 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $195,000 | +622.2% | 1,938 | +731.8% | 0.01% | +550.0% |
| Q4 2021 | $27,000 | -89.3% | 233 | -89.0% | 0.00% | -75.0% |
| Q3 2021 | $252,000 | -39.0% | 2,115 | -32.3% | 0.01% | -38.5% |
| Q2 2021 | $413,000 | +7.8% | 3,122 | +2.4% | 0.01% | -7.1% |
| Q1 2021 | $383,000 | – | 3,050 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 189,080 | $21,195,868 | 9.40% |
| Lee Financial Group Hawaii, Inc. | 44,667 | $5,007,149 | 4.60% |
| Anson Capital, Inc. | 12,999 | $1,457,244 | 2.77% |
| Kraft, Davis & Associates, LLC | 64,399 | $7,069,483 | 2.66% |
| SFI Advisors, LLC | 21,663 | $2,428,422 | 2.37% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 34,026 | $3,814,315 | 1.83% |
| Heirloom Wealth Management | 36,550 | $4,097,255 | 1.82% |
| STAPP WEALTH MANAGEMENT, PLLC | 5,484 | $614,756 | 1.18% |
| DB Wealth Management Group, LLC | 12,876 | $1,443,386 | 0.91% |
| Cavalier Investments, LLC | 13,804 | $1,547,428 | 0.61% |