SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 334 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,411,562 | -5.1% | 57,993 | -1.1% | 0.05% | -1.8% |
| Q2 2023 | $1,487,101 | -1.6% | 58,616 | +0.0% | 0.06% | -8.3% |
| Q1 2023 | $1,511,571 | +1.1% | 58,611 | -1.4% | 0.06% | -6.2% |
| Q4 2022 | $1,494,406 | -1.1% | 59,467 | -1.8% | 0.06% | -11.1% |
| Q3 2022 | $1,511,000 | -58.1% | 60,576 | -55.7% | 0.07% | -55.8% |
| Q2 2022 | $3,602,000 | -5.4% | 136,709 | -0.3% | 0.16% | +17.3% |
| Q1 2022 | $3,809,000 | -3.3% | 137,074 | +3.1% | 0.14% | +6.9% |
| Q4 2021 | $3,937,000 | +2.3% | 132,909 | +3.1% | 0.13% | -10.3% |
| Q3 2021 | $3,849,000 | -0.4% | 128,959 | +0.2% | 0.14% | -0.7% |
| Q2 2021 | $3,863,000 | +7.6% | 128,726 | +6.3% | 0.15% | -3.3% |
| Q1 2021 | $3,591,000 | +4.2% | 121,104 | +8.2% | 0.15% | -2.6% |
| Q4 2020 | $3,446,000 | +3.5% | 111,910 | +3.5% | 0.16% | -8.8% |
| Q3 2020 | $3,331,000 | +30.2% | 108,108 | +30.4% | 0.17% | +15.6% |
| Q2 2020 | $2,558,000 | +11.8% | 82,884 | +9.4% | 0.15% | -7.5% |
| Q1 2020 | $2,289,000 | +9.6% | 75,760 | +6.5% | 0.16% | +32.5% |
| Q4 2019 | $2,089,000 | +6.4% | 71,113 | +7.4% | 0.12% | -4.0% |
| Q3 2019 | $1,963,000 | +4.5% | 66,229 | +2.9% | 0.12% | +2.5% |
| Q2 2019 | $1,878,000 | +1.4% | 64,386 | -0.8% | 0.12% | -3.9% |
| Q1 2019 | $1,852,000 | +2.3% | 64,875 | -0.2% | 0.13% | -24.4% |
| Q4 2018 | $1,811,000 | – | 65,021 | – | 0.17% | – |
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% |