SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 292 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $3,309,000 | -1.3% | 107,484 | -1.2% | 0.42% | -15.4% |
| Q3 2020 | $3,351,000 | -0.9% | 108,773 | -0.8% | 0.49% | -6.1% |
| Q2 2020 | $3,383,000 | -7.5% | 109,633 | -9.5% | 0.52% | -23.6% |
| Q1 2020 | $3,659,000 | -49.6% | 121,083 | -51.0% | 0.69% | -42.3% |
| Q4 2019 | $7,255,000 | -54.3% | 246,942 | -53.9% | 1.19% | -58.0% |
| Q3 2019 | $15,880,000 | +6.8% | 535,780 | +5.2% | 2.84% | +6.6% |
| Q2 2019 | $14,862,000 | +9.9% | 509,514 | +7.5% | 2.66% | +6.6% |
| Q1 2019 | $13,524,000 | +7.6% | 473,862 | +5.0% | 2.50% | -4.8% |
| Q4 2018 | $12,569,000 | +1.0% | 451,318 | +0.5% | 2.62% | +14.4% |
| Q3 2018 | $12,442,000 | +0.7% | 449,018 | +1.4% | 2.29% | -5.3% |
| Q2 2018 | $12,355,000 | +24.6% | 443,009 | +28.4% | 2.42% | +22.7% |
| Q4 2017 | $9,918,000 | – | 345,126 | – | 1.97% | – |
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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% |