SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 220 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $28,060 | -0.3% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $28,134 | +3.9% | 200 | 0.0% | 0.01% | -13.3% |
| Q4 2023 | $27,084 | +20.8% | 200 | 0.0% | 0.02% | +15.4% |
| Q3 2023 | $22,420 | -7.8% | 200 | 0.0% | 0.01% | -7.1% |
| Q2 2023 | $24,306 | +4.0% | 200 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $23,382 | +6.2% | 200 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $22,010 | 0.0% | 200 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $22,010 | – | 200 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 204,745 | $23,847,000 | 5.00% |
| Lee Financial Group Hawaii, Inc. | 44,549 | $5,189,000 | 3.77% |
| SFI Advisors, LLC | 20,891 | $2,414,000 | 2.13% |
| Engrave Wealth Partners LLC | 52,380 | $6,101,000 | 1.76% |
| PACIFIC SUN FINANCIAL CORP | 20,025 | $2,332,000 | 1.24% |
| Cavalier Investments, LLC | 39,739 | $4,628,000 | 1.20% |
| Legacy Wealth Planning, LLC | 6,445 | $751,000 | 0.86% |
| Spectrum Wealth Advisory Group, LLC | 7,749 | $902,000 | 0.80% |
| JMAC ENTERPRISES LLC | 29,059 | $3,269,000 | 0.77% |
| HBW ADVISORY SERVICES LLC | 26,250 | $3,057,000 | 0.71% |