SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 334 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,152 | +2.9% | 252,743 | +7.3% | 0.21% | +5.1% |
Q2 2023 | $5,977 | +3.7% | 235,593 | +5.5% | 0.20% | -2.0% |
Q1 2023 | $5,761 | +13.5% | 223,393 | +10.6% | 0.20% | +10.4% |
Q4 2022 | $5,075 | -99.9% | 201,975 | +8.3% | 0.18% | -16.4% |
Q3 2022 | $4,654,000 | -0.1% | 186,533 | +5.5% | 0.22% | -6.8% |
Q2 2022 | $4,660,000 | +9.3% | 176,847 | +15.3% | 0.24% | +20.5% |
Q1 2022 | $4,262,000 | -6.0% | 153,358 | +0.2% | 0.20% | -3.9% |
Q4 2021 | $4,532,000 | +8.9% | 152,994 | +9.8% | 0.20% | -0.5% |
Q3 2021 | $4,161,000 | +9.6% | 139,390 | +10.2% | 0.20% | +20.0% |
Q2 2021 | $3,795,000 | +4.3% | 126,461 | +3.1% | 0.17% | -4.0% |
Q1 2021 | $3,639,000 | +4.1% | 122,704 | +8.1% | 0.18% | -6.3% |
Q4 2020 | $3,496,000 | +6.6% | 113,560 | +6.7% | 0.19% | -7.4% |
Q3 2020 | $3,280,000 | +8.6% | 106,433 | +8.8% | 0.20% | -4.7% |
Q2 2020 | $3,020,000 | -29.7% | 97,859 | -31.1% | 0.21% | -37.4% |
Q1 2020 | $4,295,000 | +2.4% | 142,122 | -0.5% | 0.34% | +33.6% |
Q4 2019 | $4,195,000 | +88.0% | 142,791 | +89.8% | 0.26% | +73.0% |
Q3 2019 | $2,231,000 | +22.2% | 75,242 | +20.2% | 0.15% | +22.3% |
Q2 2019 | $1,825,000 | +7.2% | 62,574 | +4.9% | 0.12% | -5.5% |
Q1 2019 | $1,703,000 | +8.2% | 59,658 | +5.6% | 0.13% | -7.9% |
Q4 2018 | $1,574,000 | -5.0% | 56,508 | -4.9% | 0.14% | -10.9% |
Q2 2018 | $1,657,000 | – | 59,414 | – | 0.16% | – |
Download |
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% |