SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 60 filers reported holding SPDR SER TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $115,000 | -5.0% | 2,015 | -1.0% | 0.00% | 0.0% |
| Q3 2016 | $121,000 | -49.4% | 2,036 | -49.4% | 0.00% | -55.6% |
| Q2 2016 | $239,000 | +22.6% | 4,021 | +21.0% | 0.01% | +12.5% |
| Q1 2016 | $195,000 | +95.0% | 3,322 | +90.2% | 0.01% | +60.0% |
| Q4 2015 | $100,000 | +1900.0% | 1,747 | +2083.8% | 0.01% | – |
| Q3 2015 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q2 2015 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q1 2015 | $5,000 | -75.0% | 80 | -76.5% | 0.00% | -100.0% |
| Q4 2014 | $20,000 | 0.0% | 340 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $20,000 | 0.0% | 340 | 0.0% | 0.00% | -33.3% |
| Q2 2014 | $20,000 | +81.8% | 340 | +70.0% | 0.00% | +50.0% |
| Q2 2013 | $11,000 | – | 200 | – | 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% |