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 | $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 | 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% |