SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 65 filers reported holding SPDR SER TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,339,000 | -0.7% | 23,198 | -0.8% | 0.01% | -11.1% |
| Q2 2017 | $1,348,000 | +18.0% | 23,382 | +17.0% | 0.01% | +12.5% |
| Q1 2017 | $1,142,000 | -16.4% | 19,989 | -16.7% | 0.01% | -20.0% |
| Q4 2016 | $1,366,000 | -2.8% | 24,006 | +1.2% | 0.01% | -9.1% |
| Q3 2016 | $1,405,000 | -1.7% | 23,717 | -1.4% | 0.01% | -8.3% |
| Q2 2016 | $1,429,000 | +10.6% | 24,061 | +9.1% | 0.01% | 0.0% |
| Q1 2016 | $1,292,000 | -8.9% | 22,063 | -11.3% | 0.01% | -7.7% |
| Q4 2015 | $1,418,000 | -7.3% | 24,863 | -6.1% | 0.01% | -18.8% |
| Q3 2015 | $1,530,000 | +4.9% | 26,468 | +4.2% | 0.02% | +14.3% |
| Q2 2015 | $1,458,000 | +8.6% | 25,394 | +11.5% | 0.01% | 0.0% |
| Q1 2015 | $1,343,000 | +29.0% | 22,782 | +27.7% | 0.01% | +16.7% |
| Q4 2014 | $1,041,000 | +4.4% | 17,844 | +3.3% | 0.01% | 0.0% |
| Q3 2014 | $997,000 | +24.6% | 17,272 | +25.1% | 0.01% | +20.0% |
| Q2 2014 | $800,000 | +2.4% | 13,805 | +1.0% | 0.01% | -9.1% |
| Q1 2014 | $781,000 | -19.1% | 13,671 | -20.1% | 0.01% | -21.4% |
| Q4 2013 | $965,000 | -6.2% | 17,112 | -5.2% | 0.01% | -17.6% |
| Q3 2013 | $1,029,000 | +3.1% | 18,059 | +2.9% | 0.02% | -5.6% |
| Q2 2013 | $998,000 | – | 17,557 | – | 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% |