SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 399 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 62.05 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $33,116,603 | +1581.0% | 1,305,345 | +1863.2% | 0.01% | – |
| Q4 2021 | $1,970,000 | -32.1% | 66,490 | -29.4% | 0.00% | -100.0% |
| Q3 2020 | $2,901,000 | +130.2% | 94,162 | +130.6% | 0.00% | – |
| Q2 2020 | $1,260,000 | -74.4% | 40,840 | -74.9% | 0.00% | -100.0% |
| Q1 2020 | $4,926,000 | -65.7% | 163,020 | -66.9% | 0.00% | 0.0% |
| Q2 2019 | $14,376,000 | +258.4% | 492,855 | +242.7% | 0.00% | +100.0% |
| Q2 2018 | $4,011,000 | +201.6% | 143,811 | +204.6% | 0.00% | – |
| Q1 2018 | $1,330,000 | -18.4% | 47,216 | -16.7% | 0.00% | -100.0% |
| Q4 2017 | $1,629,000 | +193.5% | 56,671 | +489.3% | 0.00% | – |
| Q3 2017 | $555,000 | -94.4% | 9,616 | -94.5% | 0.00% | -100.0% |
| Q1 2017 | $9,940,000 | +201.1% | 174,027 | +200.1% | 0.01% | +150.0% |
| Q4 2016 | $3,301,000 | +120.4% | 57,992 | +129.3% | 0.00% | +100.0% |
| Q3 2016 | $1,498,000 | -22.1% | 25,290 | -21.8% | 0.00% | 0.0% |
| Q2 2016 | $1,922,000 | -50.3% | 32,350 | -51.0% | 0.00% | -50.0% |
| Q1 2016 | $3,868,000 | +13.0% | 66,061 | +10.1% | 0.00% | 0.0% |
| Q4 2015 | $3,422,000 | +395.2% | 59,990 | +402.1% | 0.00% | – |
| Q3 2015 | $691,000 | -74.5% | 11,949 | -74.7% | 0.00% | -100.0% |
| Q2 2015 | $2,708,000 | -49.9% | 47,186 | -50.2% | 0.00% | -66.7% |
| Q1 2014 | $5,409,000 | +977.5% | 94,720 | +972.6% | 0.00% | – |
| Q2 2013 | $502,000 | – | 8,831 | – | 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% |