SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 392 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209 | -3.7% | 8,577 | 0.0% | 0.02% | -5.3% |
| Q2 2023 | $217 | -1.8% | 8,577 | 0.0% | 0.02% | -5.0% |
| Q1 2023 | $221 | +2.8% | 8,577 | 0.0% | 0.02% | -9.1% |
| Q4 2022 | $215 | -99.9% | 8,577 | 0.0% | 0.02% | -4.3% |
| Q3 2022 | $214,000 | +11.5% | 8,577 | +17.4% | 0.02% | -20.7% |
| Q2 2022 | $192,000 | -2.0% | 7,307 | +3.7% | 0.03% | +31.8% |
| Q1 2022 | $196,000 | +8.9% | 7,045 | +15.2% | 0.02% | 0.0% |
| Q4 2021 | $180,000 | -1.1% | 6,113 | +0.1% | 0.02% | -8.3% |
| Q3 2021 | $182,000 | -0.5% | 6,109 | 0.0% | 0.02% | -11.1% |
| Q2 2021 | $183,000 | +2.8% | 6,109 | +1.4% | 0.03% | -32.5% |
| Q1 2021 | $178,000 | -19.1% | 6,024 | -15.9% | 0.04% | -9.1% |
| Q4 2020 | $220,000 | +1.9% | 7,162 | +2.0% | 0.04% | -8.3% |
| Q3 2020 | $216,000 | 0.0% | 7,020 | +0.6% | 0.05% | -18.6% |
| Q2 2020 | $216,000 | +2.9% | 6,978 | 0.0% | 0.06% | -4.8% |
| Q1 2020 | $210,000 | -3.2% | 6,978 | -5.9% | 0.06% | +1.6% |
| Q4 2019 | $217,000 | +0.9% | 7,416 | +1.7% | 0.06% | -14.1% |
| Q3 2019 | $215,000 | +1.4% | 7,291 | 0.0% | 0.07% | +4.4% |
| Q2 2019 | $212,000 | -3.6% | 7,291 | -5.8% | 0.07% | -11.7% |
| Q1 2019 | $220,000 | -10.9% | 7,736 | -13.0% | 0.08% | -23.8% |
| Q4 2018 | $247,000 | +8.8% | 8,888 | +8.4% | 0.10% | +18.8% |
| Q3 2018 | $227,000 | +78.7% | 8,201 | +80.6% | 0.08% | +97.7% |
| Q2 2018 | $127,000 | +693.8% | 4,542 | +711.1% | 0.04% | +437.5% |
| Q1 2018 | $16,000 | 0.0% | 560 | 0.0% | 0.01% | +33.3% |
| Q4 2017 | $16,000 | – | 560 | – | 0.01% | – |
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% |