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 | $454,939 | -4.1% | 18,691 | 0.0% | 0.02% | +26.3% |
| Q2 2023 | $474,191 | +4.9% | 18,691 | +6.6% | 0.02% | -5.0% |
| Q1 2023 | $452,253 | +2.6% | 17,536 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $440,680 | +0.6% | 17,536 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $438,000 | -5.2% | 17,536 | 0.0% | 0.02% | +11.1% |
| Q2 2022 | $462,000 | -3.5% | 17,536 | +1.7% | 0.02% | -5.3% |
| Q1 2022 | $479,000 | -6.3% | 17,244 | 0.0% | 0.02% | -13.6% |
| Q4 2021 | $511,000 | -15.4% | 17,244 | -14.8% | 0.02% | -26.7% |
| Q3 2021 | $604,000 | -0.3% | 20,241 | +0.2% | 0.03% | 0.0% |
| Q2 2021 | $606,000 | +3.8% | 20,201 | +2.5% | 0.03% | -6.2% |
| Q1 2021 | $584,000 | -99.9% | 19,711 | +3.4% | 0.03% | -5.9% |
| Q4 2020 | $586,765,000 | +2.7% | 19,057 | +2.7% | 0.03% | -8.1% |
| Q3 2020 | $571,495,000 | +105732.4% | 18,549 | +5.9% | 0.04% | +516.7% |
| Q2 2020 | $540,000 | +2.1% | 17,512 | 0.0% | 0.01% | -45.5% |
| Q1 2020 | $529,000 | +3.3% | 17,512 | +0.5% | 0.01% | 0.0% |
| Q4 2019 | $512,000 | -4.3% | 17,421 | -3.5% | 0.01% | -15.4% |
| Q3 2019 | $535,000 | +3.3% | 18,044 | +1.7% | 0.01% | 0.0% |
| Q2 2019 | $518,000 | -2.1% | 17,743 | -4.3% | 0.01% | -58.1% |
| Q1 2019 | $529,000 | +2.3% | 18,549 | 0.0% | 0.03% | -11.4% |
| Q4 2018 | $517,000 | -0.6% | 18,549 | -1.2% | 0.04% | +1066.7% |
| Q3 2018 | $520,000 | -55.4% | 18,765 | -55.1% | 0.00% | -57.1% |
| Q2 2018 | $1,165,000 | -6.9% | 41,789 | -5.9% | 0.01% | -90.4% |
| Q1 2018 | $1,251,000 | -2.0% | 44,412 | 0.0% | 0.07% | -17.0% |
| Q4 2017 | $1,276,000 | +98.1% | 44,412 | +298.1% | 0.09% | +91.3% |
| Q3 2017 | $644,000 | -0.9% | 11,156 | -1.0% | 0.05% | -9.8% |
| Q2 2017 | $650,000 | +0.8% | 11,271 | -0.2% | 0.05% | +2.0% |
| Q1 2017 | $645,000 | +95.5% | 11,294 | +95.0% | 0.05% | +47.1% |
| Q4 2015 | $330,000 | -22.5% | 5,792 | -21.4% | 0.03% | -26.1% |
| Q3 2015 | $426,000 | – | 7,367 | – | 0.05% | – |
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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% |