SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 144 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $9,328,000 | +12.2% | 317,436 | +13.1% | 0.06% | +3.5% |
| Q3 2019 | $8,313,000 | +8.2% | 280,631 | +6.5% | 0.06% | +1.8% |
| Q2 2019 | $7,685,000 | +5.2% | 263,460 | +3.0% | 0.06% | 0.0% |
| Q1 2019 | $7,305,000 | -15.9% | 255,881 | -18.0% | 0.06% | -28.2% |
| Q4 2018 | $8,689,000 | +43.0% | 312,208 | +42.2% | 0.08% | +52.9% |
| Q3 2018 | $6,078,000 | +16.1% | 219,479 | +17.8% | 0.05% | +4.1% |
| Q2 2018 | $5,236,000 | 0.0% | 186,346 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $5,236,000 | +19.4% | 186,346 | +22.1% | 0.05% | +16.7% |
| Q4 2017 | $4,387,000 | +140.5% | 152,639 | +192.0% | 0.04% | +110.0% |
| Q3 2017 | $1,824,000 | +8.2% | 52,280 | +78.9% | 0.02% | 0.0% |
| Q2 2017 | $1,685,000 | +36.8% | 29,220 | +35.5% | 0.02% | +25.0% |
| Q1 2017 | $1,232,000 | -14.9% | 21,571 | -15.2% | 0.02% | -20.0% |
| Q4 2016 | $1,448,000 | +4.5% | 25,436 | +8.8% | 0.02% | -4.8% |
| Q3 2016 | $1,385,000 | -39.1% | 23,387 | -39.0% | 0.02% | -41.7% |
| Q2 2016 | $2,276,000 | -2.1% | 38,323 | -3.4% | 0.04% | -12.2% |
| Q1 2016 | $2,324,000 | +7.9% | 39,688 | +5.2% | 0.04% | +2.5% |
| Q4 2015 | $2,153,000 | +8.4% | 37,740 | +9.8% | 0.04% | -2.4% |
| Q3 2015 | $1,986,000 | +57.1% | 34,363 | +56.0% | 0.04% | +78.3% |
| Q2 2015 | $1,264,000 | -13.7% | 22,027 | -11.3% | 0.02% | -17.9% |
| Q1 2015 | $1,465,000 | -0.3% | 24,846 | -1.4% | 0.03% | -12.5% |
| Q4 2014 | $1,469,000 | +33.9% | 25,192 | +32.6% | 0.03% | +6.7% |
| Q3 2014 | $1,097,000 | -14.8% | 19,004 | -14.5% | 0.03% | -14.3% |
| Q2 2014 | $1,288,000 | -8.5% | 22,230 | -9.7% | 0.04% | -14.6% |
| Q1 2014 | $1,407,000 | +11.4% | 24,629 | +10.0% | 0.04% | +5.1% |
| Q4 2013 | $1,263,000 | +42000.0% | 22,387 | +35434.9% | 0.04% | – |
| Q3 2013 | $3,000 | -99.7% | 63 | -99.7% | 0.00% | -100.0% |
| Q2 2013 | $1,039,000 | – | 18,262 | – | 0.04% | – |
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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% |