SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 350 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,946,459 | -8.9% | 79,970 | -5.1% | 0.00% | 0.0% |
| Q2 2023 | $2,137,559 | -6.8% | 84,256 | -5.3% | 0.00% | 0.0% |
| Q1 2023 | $2,294,535 | +28.0% | 88,970 | +24.7% | 0.00% | 0.0% |
| Q4 2022 | $1,792,537 | +333.0% | 71,331 | +330.0% | 0.00% | +200.0% |
| Q3 2022 | $414,000 | -13.2% | 16,589 | -8.4% | 0.00% | 0.0% |
| Q2 2022 | $477,000 | +125.0% | 18,105 | +137.3% | 0.00% | – |
| Q1 2022 | $212,000 | -25.9% | 7,628 | -21.1% | 0.00% | – |
| Q4 2021 | $286,000 | +40.9% | 9,662 | +41.7% | 0.00% | – |
| Q3 2021 | $203,000 | +2.0% | 6,821 | +3.0% | 0.00% | – |
| Q2 2021 | $199,000 | -22.3% | 6,620 | -23.3% | 0.00% | -100.0% |
| Q1 2021 | $256,000 | +357.1% | 8,632 | +372.7% | 0.00% | – |
| Q4 2020 | $56,000 | +1.8% | 1,826 | +1.7% | 0.00% | – |
| Q3 2020 | $55,000 | -5.2% | 1,796 | -4.3% | 0.00% | – |
| Q2 2020 | $58,000 | 0.0% | 1,877 | -2.3% | 0.00% | – |
| Q1 2020 | $58,000 | -95.0% | 1,921 | -95.1% | 0.00% | -100.0% |
| Q4 2019 | $1,156,000 | +824.8% | 39,362 | +833.4% | 0.00% | – |
| Q3 2019 | $125,000 | +16.8% | 4,217 | +14.5% | 0.00% | – |
| Q2 2019 | $107,000 | -0.9% | 3,684 | -2.3% | 0.00% | – |
| Q1 2019 | $108,000 | +17.4% | 3,770 | +14.2% | 0.00% | – |
| Q4 2018 | $92,000 | +206.7% | 3,302 | +200.2% | 0.00% | – |
| Q3 2018 | $30,000 | +3.4% | 1,100 | +7.6% | 0.00% | – |
| Q2 2018 | $29,000 | 0.0% | 1,022 | 0.0% | 0.00% | – |
| Q1 2018 | $29,000 | 0.0% | 1,022 | 0.0% | 0.00% | – |
| Q4 2017 | $29,000 | +314.3% | 1,022 | +737.7% | 0.00% | – |
| Q3 2017 | $7,000 | -65.0% | 122 | -65.5% | 0.00% | – |
| Q2 2017 | $20,000 | -25.9% | 354 | -21.0% | 0.00% | – |
| Q2 2016 | $27,000 | – | 448 | – | 0.00% | – |
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% |