SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 249 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $168,374 | +1.3% | 1,502 | +9.8% | 0.00% | 0.0% |
| Q2 2023 | $166,253 | -90.4% | 1,368 | -90.8% | 0.00% | -85.7% |
| Q1 2023 | $1,739,781 | +6.3% | 14,881 | +0.0% | 0.01% | 0.0% |
| Q4 2022 | $1,637,077 | +40.6% | 14,876 | +17.1% | 0.01% | +40.0% |
| Q3 2022 | $1,164,000 | -7.5% | 12,702 | +1.6% | 0.01% | -16.7% |
| Q2 2022 | $1,258,000 | -15.7% | 12,507 | +4.4% | 0.01% | +20.0% |
| Q1 2022 | $1,493,000 | +11384.6% | 11,977 | +10499.1% | 0.01% | – |
| Q4 2021 | $13,000 | +8.3% | 113 | +8.7% | 0.00% | – |
| Q3 2021 | $12,000 | -7.7% | 104 | +8.3% | 0.00% | – |
| Q2 2021 | $13,000 | -31.6% | 96 | -35.1% | 0.00% | – |
| Q1 2021 | $19,000 | +11.8% | 148 | -2.6% | 0.00% | – |
| Q4 2020 | $17,000 | +13.3% | 152 | -9.5% | 0.00% | – |
| Q3 2020 | $15,000 | +15.4% | 168 | +9.8% | 0.00% | – |
| Q2 2020 | $13,000 | -7.1% | 153 | -17.7% | 0.00% | – |
| Q1 2020 | $14,000 | -12.5% | 186 | +23.2% | 0.00% | – |
| Q4 2019 | $16,000 | +6.7% | 151 | +8.6% | 0.00% | – |
| Q3 2019 | $15,000 | +200.0% | 139 | +178.0% | 0.00% | – |
| Q2 2019 | $5,000 | – | 50 | – | 0.00% | – |
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% |