SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 355 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $219,344 | -3.0% | 8,505 | -5.5% | 0.03% | -8.6% |
| Q4 2022 | $226,120 | -23.3% | 8,998 | -23.8% | 0.04% | -32.7% |
| Q3 2022 | $295,000 | +21.4% | 11,809 | +43.9% | 0.05% | +36.8% |
| Q4 2021 | $243,000 | -41.0% | 8,204 | -40.6% | 0.04% | -45.7% |
| Q3 2021 | $412,000 | +12.9% | 13,815 | +13.6% | 0.07% | +11.1% |
| Q2 2021 | $365,000 | +1.1% | 12,164 | 0.0% | 0.06% | -10.0% |
| Q1 2021 | $361,000 | -3.7% | 12,164 | 0.0% | 0.07% | -11.4% |
| Q4 2020 | $375,000 | -69.3% | 12,164 | -69.3% | 0.08% | -73.5% |
| Q3 2020 | $1,220,000 | -69.3% | 39,600 | -69.2% | 0.30% | -72.0% |
| Q2 2020 | $3,970,000 | +0.7% | 128,654 | -1.4% | 1.06% | -11.8% |
| Q1 2020 | $3,943,000 | -3.0% | 130,468 | -5.7% | 1.20% | +15.9% |
| Q4 2019 | $4,064,000 | -2.6% | 138,325 | -1.7% | 1.04% | -9.4% |
| Q3 2019 | $4,171,000 | +4.6% | 140,707 | +2.9% | 1.15% | +3.8% |
| Q2 2019 | $3,988,000 | +24.8% | 136,713 | +22.1% | 1.11% | +19.6% |
| Q1 2019 | $3,196,000 | +0.2% | 111,973 | -2.2% | 0.92% | -8.3% |
| Q4 2018 | $3,190,000 | -8.8% | 114,532 | -9.3% | 1.01% | +3.7% |
| Q3 2018 | $3,499,000 | -6.0% | 126,278 | -5.4% | 0.97% | -10.0% |
| Q2 2018 | $3,722,000 | -3.1% | 133,436 | -2.2% | 1.08% | -4.0% |
| Q1 2018 | $3,843,000 | – | 136,459 | – | 1.13% | – |
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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% |