SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 9 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,106,110 | -5.1% | 1,072,560 | -1.1% | 0.37% | -5.3% |
| Q2 2023 | $27,516,809 | +0.9% | 1,084,620 | +2.6% | 0.40% | -9.4% |
| Q1 2023 | $27,275,246 | +16.3% | 1,057,590 | +13.3% | 0.44% | +6.9% |
| Q4 2022 | $23,456,040 | +20.6% | 933,388 | +19.8% | 0.41% | +7.4% |
| Q3 2022 | $19,443,000 | +1.5% | 779,284 | +7.2% | 0.38% | +4.1% |
| Q2 2022 | $19,152,000 | +11.7% | 726,833 | +17.8% | 0.36% | +30.4% |
| Q1 2022 | $17,140,000 | +702.1% | 616,761 | +754.7% | 0.28% | +723.5% |
| Q4 2021 | $2,137,000 | +14.8% | 72,164 | +15.8% | 0.03% | +6.2% |
| Q3 2021 | $1,861,000 | +11.4% | 62,340 | +12.0% | 0.03% | +10.3% |
| Q2 2021 | $1,670,000 | +31.7% | 55,653 | +30.2% | 0.03% | +7.4% |
| Q1 2021 | $1,268,000 | +143.4% | 42,756 | +152.8% | 0.03% | +125.0% |
| Q4 2020 | $521,000 | – | 16,910 | – | 0.01% | – |
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% |