SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 299 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204,018 | -4.1% | 8,382 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $212,651 | -17.2% | 8,382 | -18.0% | 0.02% | -25.0% |
| Q4 2022 | $256,778 | -10.2% | 10,218 | -10.7% | 0.02% | -16.7% |
| Q3 2022 | $286,000 | -5.3% | 11,443 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $302,000 | -5.0% | 11,443 | 0.0% | 0.02% | +14.3% |
| Q1 2022 | $318,000 | -13.1% | 11,443 | -7.5% | 0.02% | -12.5% |
| Q4 2021 | $366,000 | +13.7% | 12,373 | +15.5% | 0.02% | -4.0% |
| Q2 2021 | $322,000 | -18.7% | 10,717 | -19.8% | 0.02% | -34.2% |
| Q1 2021 | $396,000 | -14.8% | 13,362 | -11.5% | 0.04% | -20.8% |
| Q4 2020 | $465,000 | -25.7% | 15,102 | -25.6% | 0.05% | -48.9% |
| Q2 2020 | $626,000 | +92.6% | 20,291 | +83.3% | 0.09% | +129.3% |
| Q4 2019 | $325,000 | – | 11,067 | – | 0.04% | – |
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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% |