SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 299 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,958,000 | +13.9% | 63,461 | +11.6% | 0.16% | -4.3% |
| Q1 2020 | $1,719,000 | -57.8% | 56,884 | -59.0% | 0.16% | -55.8% |
| Q4 2019 | $4,072,000 | -0.9% | 138,610 | 0.0% | 0.37% | -4.2% |
| Q3 2019 | $4,108,000 | +1.6% | 138,610 | 0.0% | 0.38% | -7.2% |
| Q2 2019 | $4,043,000 | +2.2% | 138,610 | 0.0% | 0.42% | +2.7% |
| Q1 2019 | $3,956,000 | +2.5% | 138,610 | 0.0% | 0.40% | -2.7% |
| Q4 2018 | $3,860,000 | +7.0% | 138,610 | +6.5% | 0.42% | +20.6% |
| Q3 2018 | $3,608,000 | -32.5% | 130,198 | -32.1% | 0.34% | -34.7% |
| Q2 2018 | $5,348,000 | -3.0% | 191,768 | 0.0% | 0.53% | -3.8% |
| Q4 2017 | $5,511,000 | -0.4% | 191,768 | +100.0% | 0.55% | -7.1% |
| Q3 2017 | $5,533,000 | +45.1% | 95,884 | +45.1% | 0.59% | +35.9% |
| Q2 2017 | $3,812,000 | – | 66,098 | – | 0.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bull Oak Capital, LLC | 512,411 | $12,472,088 | 13.64% |
| McNamara Financial Services, Inc. | 2,057,437 | $50,078,012 | 12.50% |
| RESTON WEALTH MANAGEMENT LLC | 1,002,791 | $24,407,929 | 12.32% |
| Willow Creek Wealth Management Inc. | 3,135,494 | $76,317,937 | 11.36% |
| KWB Wealth | 2,757,296 | $69,952,612 | 11.22% |
| Leading Edge Financial Planning LLC | 612,567 | $14,909,874 | 9.55% |
| Beaumont Capital Management, LLC | 535,287 | $13,028,886 | 9.39% |
| AIFG Consultants Ltd. | 443,530 | $10,795,529 | 8.95% |
| Trinity Wealth Management, LLC | 586,867 | $14,284,334 | 8.86% |
| Great Lakes Retirement, Inc. | 1,965,244 | $47,834,029 | 8.62% |