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 2015 | $161,000 | +1.3% | 2,778 | 0.0% | 0.00% | – |
| Q2 2015 | $159,000 | -3.0% | 2,778 | 0.0% | 0.00% | – |
| Q1 2015 | $164,000 | +1.2% | 2,778 | 0.0% | 0.00% | – |
| Q4 2014 | $162,000 | -4.7% | 2,778 | -5.8% | 0.00% | – |
| Q3 2014 | $170,000 | -0.6% | 2,950 | 0.0% | 0.00% | – |
| Q2 2014 | $171,000 | +1.8% | 2,950 | -5.6% | 0.00% | – |
| Q1 2014 | $168,000 | -4.5% | 3,125 | 0.0% | 0.00% | -100.0% |
| Q4 2013 | $176,000 | +2.9% | 3,125 | +4.2% | 0.00% | 0.0% |
| Q3 2013 | $171,000 | +0.6% | 2,998 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $170,000 | – | 2,998 | – | 0.00% | – |
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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% |