SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 355 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,522 | +19.2% | 925,289 | +24.2% | 0.35% | +16.7% |
| Q2 2023 | $18,894 | +3.3% | 744,745 | +5.0% | 0.30% | -4.8% |
| Q1 2023 | $18,286 | -99.9% | 709,018 | -14.0% | 0.31% | -14.7% |
| Q4 2022 | $20,713,000 | -99.9% | 824,216 | +8.8% | 0.37% | -2.4% |
| Q3 2022 | $18,905,000,000 | +83284.8% | 757,711 | -11.9% | 0.38% | -14.1% |
| Q2 2022 | $22,672,000 | +3.0% | 860,430 | +8.6% | 0.44% | +13.7% |
| Q1 2022 | $22,022,000 | -99.9% | 792,451 | -15.5% | 0.39% | -21.4% |
| Q4 2021 | $27,768,000,000 | +155908.8% | 937,470 | +57.2% | 0.49% | +37.5% |
| Q3 2021 | $17,799,000 | +79.9% | 596,297 | +80.9% | 0.36% | +70.0% |
| Q2 2021 | $9,895,000 | +73.5% | 329,708 | +71.4% | 0.21% | +52.2% |
| Q1 2021 | $5,703,000 | +277.7% | 192,332 | +292.1% | 0.14% | +228.6% |
| Q4 2020 | $1,510,000 | +17.8% | 49,050 | +17.9% | 0.04% | -2.3% |
| Q3 2020 | $1,282,000 | +0.3% | 41,596 | +0.4% | 0.04% | -10.4% |
| Q2 2020 | $1,278,000 | +15.1% | 41,418 | +12.7% | 0.05% | -48.9% |
| Q1 2020 | $1,110,000 | +2.8% | 36,743 | -0.1% | 0.09% | +108.9% |
| Q4 2019 | $1,080,000 | +40.8% | 36,767 | +42.0% | 0.04% | +25.0% |
| Q3 2019 | $767,000 | +83.1% | 25,889 | +80.1% | 0.04% | -23.4% |
| Q2 2019 | $419,000 | – | 14,377 | – | 0.05% | – |
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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% |