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 2022 | $236,000 | -6.0% | 9,448 | -0.6% | 0.01% | 0.0% |
| Q2 2022 | $251,000 | -23.5% | 9,508 | -19.5% | 0.01% | -9.1% |
| Q1 2022 | $328,000 | +16.7% | 11,818 | +24.5% | 0.01% | +22.2% |
| Q4 2021 | $281,000 | -37.7% | 9,493 | -37.2% | 0.01% | -43.8% |
| Q3 2021 | $451,000 | -30.8% | 15,113 | -30.4% | 0.02% | -33.3% |
| Q2 2021 | $652,000 | -3.1% | 21,713 | -4.4% | 0.02% | -4.0% |
| Q1 2021 | $673,000 | -6.0% | 22,703 | -2.4% | 0.02% | -13.8% |
| Q4 2020 | $716,000 | -2.6% | 23,268 | -2.5% | 0.03% | -12.1% |
| Q3 2020 | $735,000 | -42.5% | 23,858 | -42.4% | 0.03% | -46.8% |
| Q2 2020 | $1,278,000 | -17.3% | 41,419 | -19.0% | 0.06% | -34.0% |
| Q1 2020 | $1,545,000 | -46.1% | 51,115 | -47.7% | 0.09% | -36.9% |
| Q4 2019 | $2,869,000 | -17.4% | 97,654 | -16.7% | 0.15% | -22.8% |
| Q3 2019 | $3,475,000 | +46.6% | 117,226 | +44.2% | 0.19% | +50.8% |
| Q2 2019 | $2,371,000 | +9.0% | 81,273 | +6.6% | 0.13% | +9.4% |
| Q1 2019 | $2,176,000 | +65.1% | 76,231 | +61.1% | 0.12% | +50.0% |
| Q4 2018 | $1,318,000 | +39.9% | 47,331 | +39.2% | 0.08% | +52.9% |
| Q3 2018 | $942,000 | +61.3% | 34,005 | +62.3% | 0.05% | +54.5% |
| Q2 2018 | $584,000 | +54.1% | 20,953 | +55.8% | 0.03% | +50.0% |
| Q1 2018 | $379,000 | – | 13,450 | – | 0.02% | – |
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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% |