SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 334 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $489,000 | -29.7% | 16,514 | -29.2% | 0.36% | -35.8% |
| Q3 2021 | $696,000 | +5.8% | 23,314 | +6.0% | 0.56% | +3.9% |
| Q2 2021 | $658,000 | +0.8% | 22,000 | -0.1% | 0.54% | -6.1% |
| Q1 2021 | $653,000 | +27.5% | 22,023 | +32.4% | 0.58% | +21.0% |
| Q4 2020 | $512,000 | -58.4% | 16,635 | -58.4% | 0.48% | -62.8% |
| Q3 2020 | $1,231,000 | +13.5% | 39,963 | +13.6% | 1.28% | +0.4% |
| Q2 2020 | $1,085,000 | +12.3% | 35,165 | +10.1% | 1.28% | +35.2% |
| Q1 2020 | $966,000 | +29.0% | 31,953 | +25.3% | 0.94% | +65.7% |
| Q4 2019 | $749,000 | -32.2% | 25,492 | -31.7% | 0.57% | -22.8% |
| Q3 2019 | $1,104,000 | +226.6% | 37,304 | +222.3% | 0.74% | +215.0% |
| Q2 2019 | $338,000 | -41.1% | 11,575 | -42.5% | 0.23% | -42.1% |
| Q1 2019 | $574,000 | +46.1% | 20,127 | +42.8% | 0.40% | +35.1% |
| Q4 2018 | $393,000 | – | 14,098 | – | 0.30% | – |
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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% |