SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 304 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $311,800 | -5.2% | 12,810 | +14.5% | 0.01% | -14.3% |
| Q4 2019 | $329,000 | +20.1% | 11,187 | +21.2% | 0.01% | +7.7% |
| Q3 2019 | $274,000 | +3.0% | 9,228 | +1.1% | 0.01% | -7.1% |
| Q2 2019 | $266,000 | -11.9% | 9,129 | -13.8% | 0.01% | -17.6% |
| Q1 2019 | $302,000 | -16.1% | 10,596 | -18.0% | 0.02% | -34.6% |
| Q4 2018 | $360,000 | -25.9% | 12,915 | -26.4% | 0.03% | -10.3% |
| Q3 2018 | $486,000 | -14.1% | 17,551 | -13.5% | 0.03% | -23.7% |
| Q2 2018 | $566,000 | -14.9% | 20,284 | -14.1% | 0.04% | -22.4% |
| Q1 2018 | $665,000 | -6.6% | 23,600 | -4.7% | 0.05% | -10.9% |
| Q4 2017 | $712,000 | +67.5% | 24,758 | +235.9% | 0.06% | +57.1% |
| Q3 2017 | $425,000 | +0.2% | 7,370 | +0.2% | 0.04% | -12.5% |
| Q2 2017 | $424,000 | -15.0% | 7,357 | -15.8% | 0.04% | -16.7% |
| Q1 2017 | $499,000 | +97.2% | 8,733 | +96.5% | 0.05% | +71.4% |
| Q4 2016 | $253,000 | -22.2% | 4,444 | -19.0% | 0.03% | -28.2% |
| Q3 2016 | $325,000 | +49.8% | 5,484 | +47.2% | 0.04% | +34.5% |
| Q4 2014 | $217,000 | – | 3,725 | – | 0.03% | – |
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% |