SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 207 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $107,479 | -15.8% | 971 | -7.6% | 0.00% | – |
| Q2 2023 | $127,708 | +9.2% | 1,051 | +5.0% | 0.00% | – |
| Q1 2023 | $116,947 | -55.5% | 1,001 | -58.0% | 0.00% | -100.0% |
| Q4 2022 | $262,756 | +31.4% | 2,386 | +9.1% | 0.00% | 0.0% |
| Q3 2022 | $200,000 | -12.3% | 2,186 | -3.8% | 0.00% | 0.0% |
| Q2 2022 | $228,000 | +35.7% | 2,273 | +68.1% | 0.00% | – |
| Q1 2022 | $168,000 | +162.5% | 1,352 | +144.9% | 0.00% | – |
| Q4 2021 | $64,000 | – | 552 | – | 0.00% | – |
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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% |