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 | $234,709 | +95310.2% | 9,643 | -0.6% | 0.01% | 0.0% |
| Q2 2023 | $246 | -14.0% | 9,705 | -12.4% | 0.01% | -22.2% |
| Q1 2023 | $286 | -25.3% | 11,085 | -27.2% | 0.01% | -30.8% |
| Q4 2022 | $383 | -99.9% | 15,237 | +35.4% | 0.01% | +30.0% |
| Q3 2022 | $281,000 | -6.6% | 11,252 | -1.5% | 0.01% | -9.1% |
| Q2 2022 | $301,000 | -9.3% | 11,426 | -4.4% | 0.01% | +10.0% |
| Q1 2022 | $332,000 | -7.0% | 11,958 | -0.7% | 0.01% | -9.1% |
| Q4 2021 | $357,000 | -1.1% | 12,041 | -0.5% | 0.01% | -8.3% |
| Q3 2021 | $361,000 | -0.8% | 12,099 | -0.2% | 0.01% | 0.0% |
| Q2 2021 | $364,000 | +33.3% | 12,125 | +31.6% | 0.01% | +20.0% |
| Q1 2021 | $273,000 | -6.2% | 9,211 | -2.4% | 0.01% | -9.1% |
| Q4 2020 | $291,000 | +13.2% | 9,438 | +13.3% | 0.01% | 0.0% |
| Q3 2020 | $257,000 | +22.4% | 8,333 | +22.5% | 0.01% | +10.0% |
| Q2 2020 | $210,000 | -5.8% | 6,805 | -7.8% | 0.01% | -23.1% |
| Q1 2020 | $223,000 | – | 7,383 | – | 0.01% | – |
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% |