SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 399 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 4,260.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,886 | -3.4% | 9,116 | +0.7% | 0.01% | 0.0% |
| Q2 2023 | $229,641 | -8.7% | 9,052 | -7.1% | 0.01% | -14.3% |
| Q1 2023 | $251,395 | +102930.7% | 9,748 | +0.4% | 0.01% | 0.0% |
| Q4 2022 | $244 | -99.9% | 9,711 | +0.7% | 0.01% | 0.0% |
| Q3 2022 | $241,000 | -4.7% | 9,641 | +0.5% | 0.01% | 0.0% |
| Q2 2022 | $253,000 | -4.9% | 9,597 | +0.4% | 0.01% | +16.7% |
| Q1 2022 | $266,000 | -8.0% | 9,556 | -2.1% | 0.01% | -14.3% |
| Q4 2021 | $289,000 | -0.3% | 9,765 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $290,000 | 0.0% | 9,717 | +0.4% | 0.01% | -12.5% |
| Q2 2021 | $290,000 | +11.5% | 9,677 | +10.3% | 0.01% | +14.3% |
| Q1 2021 | $260,000 | -2.3% | 8,777 | +1.6% | 0.01% | -22.2% |
| Q4 2020 | $266,000 | +0.4% | 8,642 | +0.6% | 0.01% | -18.2% |
| Q3 2020 | $265,000 | +46.4% | 8,589 | +46.6% | 0.01% | +37.5% |
| Q2 2020 | $181,000 | +9.0% | 5,860 | +6.5% | 0.01% | 0.0% |
| Q1 2020 | $166,000 | +3.1% | 5,504 | +0.3% | 0.01% | +33.3% |
| Q4 2019 | $161,000 | +666.7% | 5,485 | +628.4% | 0.01% | +500.0% |
| Q3 2018 | $21,000 | – | 753 | – | 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% |