SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 243 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $91,231 | +11.3% | 829 | -7.4% | 0.00% | – |
| Q3 2022 | $82,000 | -21.2% | 895 | -13.5% | 0.00% | – |
| Q2 2022 | $104,000 | -86.1% | 1,035 | -84.1% | 0.00% | – |
| Q4 2020 | $747,000 | +31.3% | 6,514 | 0.0% | 0.00% | – |
| Q3 2020 | $569,000 | -0.4% | 6,514 | 0.0% | 0.00% | – |
| Q2 2020 | $571,000 | -22.2% | 6,514 | -32.5% | 0.00% | -100.0% |
| Q1 2020 | $734,000 | -96.6% | 9,647 | -96.1% | 0.00% | -95.0% |
| Q1 2018 | $21,718,000 | +4.0% | 250,000 | 0.0% | 0.02% | +5.3% |
| Q4 2017 | $20,890,000 | +4.7% | 250,000 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $19,950,000 | +13.4% | 250,000 | 0.0% | 0.02% | +11.8% |
| Q2 2017 | $17,600,000 | +5.3% | 250,000 | 0.0% | 0.02% | +13.3% |
| Q1 2017 | $16,708,000 | +5.5% | 250,000 | 0.0% | 0.02% | -6.2% |
| Q4 2016 | $15,843,000 | +4170.4% | 250,000 | +3467.4% | 0.02% | – |
| Q4 2015 | $371,000 | – | 7,008 | – | 0.00% | – |
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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% |