SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 214 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $474,303 | +6.2% | 4,057 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $446,472 | +71.1% | 4,057 | +42.6% | 0.00% | – |
| Q3 2022 | $261,000 | -8.7% | 2,846 | 0.0% | 0.00% | -100.0% |
| Q2 2022 | $286,000 | -18.3% | 2,846 | 0.0% | 0.00% | – |
| Q1 2022 | $350,000 | -37.2% | 2,846 | -43.7% | 0.00% | -100.0% |
| Q4 2019 | $557,000 | +3.0% | 5,051 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $541,000 | +4.4% | 5,051 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $518,000 | -36.0% | 5,051 | -42.9% | 0.00% | -33.3% |
| Q1 2019 | $809,000 | -55.9% | 8,847 | -52.0% | 0.00% | -50.0% |
| Q3 2018 | $1,835,000 | +14.4% | 18,416 | 0.0% | 0.01% | +20.0% |
| Q2 2018 | $1,604,000 | -5.8% | 18,416 | -5.6% | 0.01% | -16.7% |
| Q1 2018 | $1,703,000 | -2.9% | 19,514 | -7.4% | 0.01% | 0.0% |
| Q4 2017 | $1,753,000 | +34.9% | 21,064 | +25.5% | 0.01% | +20.0% |
| Q3 2017 | $1,299,000 | +9.8% | 16,787 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $1,183,000 | +2.9% | 16,787 | -2.3% | 0.01% | +25.0% |
| Q1 2017 | $1,150,000 | – | 17,181 | – | 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% |