SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 392 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,077,492 | +148.4% | 44,268 | +158.9% | 0.01% | +180.0% |
| Q2 2023 | $433,778 | -72.4% | 17,098 | -72.0% | 0.01% | -76.2% |
| Q1 2023 | $1,572,492 | -84.1% | 60,973 | -84.5% | 0.02% | -84.8% |
| Q4 2022 | $9,864,369 | +384.5% | 392,534 | +381.1% | 0.14% | +318.2% |
| Q3 2022 | $2,036,000 | +847.0% | 81,590 | +898.2% | 0.03% | +1000.0% |
| Q2 2022 | $215,000 | -97.0% | 8,174 | -96.6% | 0.00% | -97.0% |
| Q4 2021 | $7,135,000 | +410.4% | 240,899 | +430.6% | 0.10% | +284.6% |
| Q4 2020 | $1,398,000 | +559.4% | 45,397 | +559.5% | 0.03% | +550.0% |
| Q3 2020 | $212,000 | 0.0% | 6,884 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $212,000 | -39.1% | 6,884 | -40.1% | 0.01% | -44.4% |
| Q1 2020 | $348,000 | -44.9% | 11,502 | -46.6% | 0.01% | -25.0% |
| Q4 2019 | $632,000 | -91.8% | 21,525 | -92.2% | 0.01% | -93.5% |
| Q4 2018 | $7,728,000 | +240.4% | 277,477 | +595.8% | 0.19% | +186.2% |
| Q4 2016 | $2,270,000 | -79.5% | 39,879 | -79.5% | 0.06% | -82.1% |
| Q4 2015 | $11,098,000 | +175.2% | 194,533 | +181.3% | 0.36% | +177.1% |
| Q4 2014 | $4,033,000 | – | 69,151 | – | 0.13% | – |
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% |