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 | $362,868 | -10.7% | 3,237 | -3.2% | 0.01% | -12.5% |
| Q2 2023 | $406,275 | +4.8% | 3,343 | +0.8% | 0.01% | 0.0% |
| Q1 2023 | $387,557 | +4.1% | 3,315 | -2.0% | 0.01% | 0.0% |
| Q4 2022 | $372,189 | +57.0% | 3,382 | +30.7% | 0.01% | +33.3% |
| Q3 2022 | $237,000 | -6.0% | 2,588 | +3.3% | 0.01% | +20.0% |
| Q2 2022 | $252,000 | -19.5% | 2,506 | -0.2% | 0.01% | -16.7% |
| Q1 2022 | $313,000 | +28.8% | 2,511 | +12.7% | 0.01% | 0.0% |
| Q4 2019 | $243,000 | -52.7% | 2,228 | -56.9% | 0.01% | -53.8% |
| Q3 2018 | $514,000 | +40.8% | 5,171 | +23.4% | 0.01% | +30.0% |
| Q2 2018 | $365,000 | – | 4,190 | – | 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% |