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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $596,102 | -5.5% | 24,491 | -1.5% | 0.05% | 0.0% |
| Q2 2023 | $630,521 | +24.7% | 24,853 | +26.8% | 0.05% | +17.4% |
| Q1 2023 | $505,639 | +4.2% | 19,606 | +1.6% | 0.05% | -4.2% |
| Q4 2022 | $485,059 | +5.7% | 19,302 | +5.0% | 0.05% | +4.3% |
| Q3 2022 | $459,000 | -8.4% | 18,389 | -3.3% | 0.05% | -6.1% |
| Q2 2022 | $501,000 | -25.7% | 19,019 | -21.6% | 0.05% | +16.7% |
| Q1 2022 | $674,000 | -5.2% | 24,256 | +1.1% | 0.04% | -4.5% |
| Q4 2021 | $711,000 | -31.4% | 23,996 | -30.9% | 0.04% | -38.9% |
| Q3 2021 | $1,037,000 | -81.9% | 34,744 | -81.8% | 0.07% | -81.1% |
| Q2 2021 | $5,732,000 | -10.6% | 190,994 | -11.7% | 0.38% | -16.8% |
| Q1 2021 | $6,414,000 | -6.7% | 216,316 | -3.2% | 0.46% | -17.7% |
| Q4 2020 | $6,878,000 | -7.4% | 223,388 | -7.4% | 0.56% | -12.9% |
| Q3 2020 | $7,429,000 | -30.2% | 241,131 | -30.1% | 0.64% | -25.8% |
| Q2 2020 | $10,647,000 | +3.2% | 345,016 | +1.0% | 0.86% | -9.9% |
| Q1 2020 | $10,321,000 | +9.9% | 341,514 | +6.9% | 0.95% | +19.4% |
| Q4 2019 | $9,388,000 | -1.9% | 319,545 | -1.1% | 0.80% | -9.4% |
| Q3 2019 | $9,573,000 | +4.5% | 322,988 | +2.8% | 0.88% | -13.1% |
| Q2 2019 | $9,161,000 | +15.4% | 314,066 | +12.9% | 1.01% | +4.4% |
| Q1 2019 | $7,938,000 | +3.9% | 278,139 | +1.4% | 0.97% | -8.1% |
| Q4 2018 | $7,642,000 | +4.9% | 274,416 | +4.4% | 1.06% | +15.4% |
| Q3 2018 | $7,282,000 | +5.2% | 262,781 | +5.9% | 0.92% | -2.1% |
| Q2 2018 | $6,919,000 | +11.4% | 248,083 | +12.5% | 0.94% | +9.0% |
| Q1 2018 | $6,210,000 | +8291.9% | 220,523 | +8464.0% | 0.86% | +7700.0% |
| Q4 2017 | $74,000 | – | 2,575 | – | 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% |