SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 180 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 0.43 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $173,980 | +84.5% | 1,552 | +100.0% | 0.01% | -16.7% |
| Q2 2023 | $94,308 | +4.0% | 776 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $90,723 | +6.2% | 776 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $85,399 | +20.3% | 776 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $71,000 | -9.0% | 776 | 0.0% | 0.01% | +16.7% |
| Q2 2022 | $78,000 | -19.6% | 776 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $97,000 | +7.8% | 776 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $90,000 | -3.2% | 776 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $93,000 | -9.7% | 776 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $103,000 | +6.2% | 776 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $97,000 | +9.0% | 776 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $89,000 | +30.9% | 776 | 0.0% | 0.01% | +14.3% |
| Q3 2020 | $68,000 | 0.0% | 776 | 0.0% | 0.01% | -12.5% |
| Q2 2020 | $68,000 | +15.3% | 776 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $59,000 | – | 776 | – | 0.01% | – |
Download | ||||||
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% |