SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 136 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is 1.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $673,000 | -19.8% | 5,777 | -17.9% | 0.08% | -33.9% |
| Q3 2021 | $839,000 | -8.8% | 7,034 | +1.1% | 0.12% | -11.0% |
| Q2 2021 | $920,000 | +6.1% | 6,957 | +0.8% | 0.14% | -12.8% |
| Q1 2021 | $867,000 | +9.6% | 6,905 | +0.1% | 0.16% | -10.3% |
| Q4 2020 | $791,000 | +27.8% | 6,897 | -2.6% | 0.17% | -12.6% |
| Q3 2020 | $619,000 | +1.3% | 7,084 | +1.7% | 0.20% | -14.2% |
| Q2 2020 | $611,000 | +43.8% | 6,964 | +24.7% | 0.23% | +2.7% |
| Q1 2020 | $425,000 | -23.6% | 5,586 | +9.6% | 0.23% | -0.4% |
| Q4 2019 | $556,000 | -8.4% | 5,097 | -10.3% | 0.23% | -40.1% |
| Q3 2019 | $607,000 | +18.8% | 5,683 | +15.5% | 0.38% | +15.5% |
| Q2 2019 | $511,000 | +20.5% | 4,919 | +6.4% | 0.33% | +1.5% |
| Q1 2019 | $424,000 | +15.8% | 4,623 | -0.2% | 0.32% | -8.5% |
| Q4 2018 | $366,000 | -15.7% | 4,632 | +6.4% | 0.35% | +9.6% |
| Q3 2018 | $434,000 | +15.7% | 4,355 | +1.1% | 0.32% | -0.3% |
| Q2 2018 | $375,000 | +1.6% | 4,309 | +1.6% | 0.32% | -8.5% |
| Q1 2018 | $369,000 | +64.0% | 4,242 | +57.3% | 0.35% | +50.2% |
| Q4 2017 | $225,000 | -10.4% | 2,696 | -14.3% | 0.24% | -24.9% |
| Q3 2017 | $251,000 | – | 3,145 | – | 0.31% | – |
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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% |