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 | $286,967 | -1.1% | 2,347 | -1.3% | 0.00% | – |
| Q2 2023 | $290,163 | +1781.5% | 2,378 | +1598.6% | 0.00% | – |
| Q4 2022 | $15,422 | -97.3% | 140 | -97.4% | 0.00% | – |
| Q3 2022 | $564,000 | -24.6% | 5,460 | -24.7% | 0.00% | – |
| Q2 2022 | $748,000 | +272.1% | 7,252 | +359.3% | 0.00% | – |
| Q1 2022 | $201,000 | +327.7% | 1,579 | +295.7% | 0.00% | – |
| Q4 2021 | $47,000 | -55.7% | 399 | -54.6% | 0.00% | – |
| Q3 2021 | $106,000 | -28.9% | 878 | -21.0% | 0.00% | – |
| Q2 2021 | $149,000 | -11.3% | 1,112 | -15.2% | 0.00% | – |
| Q1 2021 | $168,000 | -13.4% | 1,312 | -22.4% | 0.00% | – |
| Q4 2020 | $194,000 | -17.4% | 1,690 | -36.0% | 0.00% | – |
| Q3 2020 | $235,000 | -13.0% | 2,639 | -19.7% | 0.00% | – |
| Q2 2020 | $270,000 | +3.4% | 3,287 | -9.8% | 0.00% | – |
| Q1 2020 | $261,000 | -36.7% | 3,644 | -3.5% | 0.00% | – |
| Q4 2019 | $412,000 | +5.4% | 3,778 | +3.3% | 0.00% | – |
| Q3 2019 | $391,000 | +2.9% | 3,659 | 0.0% | 0.00% | – |
| Q2 2019 | $380,000 | +13.4% | 3,659 | +0.4% | 0.00% | – |
| Q1 2019 | $335,000 | +13.9% | 3,645 | -2.1% | 0.00% | – |
| Q4 2018 | $294,000 | -22.8% | 3,723 | -2.7% | 0.00% | – |
| Q3 2018 | $381,000 | +10.4% | 3,828 | -3.3% | 0.00% | – |
| Q2 2018 | $345,000 | -5.0% | 3,959 | -5.4% | 0.00% | – |
| Q1 2018 | $363,000 | +5.5% | 4,184 | +1.8% | 0.00% | – |
| Q4 2017 | $344,000 | +14.7% | 4,112 | +9.2% | 0.00% | – |
| Q3 2017 | $300,000 | +9900.0% | 3,764 | +5690.8% | 0.00% | – |
| Q4 2015 | $3,000 | – | 65 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CUMBERLAND ADVISORS INC | 194,240 | $22,708,598 | 9.32% |
| Lee Financial Group Hawaii, Inc. | 45,130 | $5,276,100 | 5.43% |
| Q3 Asset Management | 40,895 | $4,780 | 3.99% |
| Anson Capital, Inc. | 13,910 | $1,626,185 | 2.63% |
| SFI Advisors, LLC | 21,325 | $2,493,106 | 2.50% |
| Heirloom Wealth Management | 40,710 | $4,759,355 | 2.27% |
| Cavalier Investments, LLC | 40,610 | $4,747,715 | 1.94% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 23,438 | $2,740,137 | 1.43% |
| HBW ADVISORY SERVICES LLC | 42,281 | $4,943 | 1.23% |
| Catalyst Wealth Management, LLC | 9,155 | $1,070,311 | 1.00% |