SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 218 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,623 | +2.6% | 231 | +6.9% | 0.00% | – |
| Q2 2023 | $5,480 | -1.6% | 216 | 0.0% | 0.00% | – |
| Q1 2023 | $5,571 | -100.0% | 216 | -100.0% | 0.00% | -100.0% |
| Q4 2022 | $27,994,280 | +8.9% | 1,113,979 | +8.1% | 0.00% | 0.0% |
| Q3 2022 | $25,717,000 | +6.7% | 1,030,736 | +12.7% | 0.00% | 0.0% |
| Q2 2022 | $24,094,000 | +1.5% | 914,374 | +7.1% | 0.00% | 0.0% |
| Q1 2022 | $23,733,000 | +11.7% | 854,003 | +19.0% | 0.00% | 0.0% |
| Q4 2021 | $21,253,000 | +20.5% | 717,531 | +21.4% | 0.00% | – |
| Q3 2021 | $17,642,000 | +19.8% | 591,021 | +20.4% | 0.00% | – |
| Q2 2021 | $14,729,000 | +63.2% | 490,818 | +61.3% | 0.00% | – |
| Q1 2021 | $9,024,000 | +126.8% | 304,348 | +135.6% | 0.00% | – |
| Q4 2020 | $3,978,000 | +3688.6% | 129,201 | +3701.1% | 0.00% | – |
| Q3 2020 | $105,000 | +400.0% | 3,399 | +394.0% | 0.00% | – |
| Q2 2020 | $21,000 | +950.0% | 688 | +882.9% | 0.00% | – |
| Q1 2020 | $2,000 | +100.0% | 70 | +268.4% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 19 | -61.2% | 0.00% | – |
| Q4 2018 | $1,000 | -50.0% | 49 | -45.6% | 0.00% | – |
| Q3 2018 | $2,000 | -60.0% | 90 | -51.9% | 0.00% | – |
| Q2 2018 | $5,000 | +400.0% | 187 | +679.2% | 0.00% | – |
| Q1 2018 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 24 | +100.0% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q3 2016 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q2 2016 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q1 2016 | $1,000 | – | 12 | – | 0.00% | – |
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% |