SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 179 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 0.36 and the average weighting 0.1%.
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 | 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% |