SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 394 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,365,933 | -12.5% | 302,627 | -8.8% | 0.03% | -15.2% |
| Q2 2023 | $8,419,211 | -19.9% | 331,857 | -18.5% | 0.03% | -28.3% |
| Q1 2023 | $10,505,960 | -26.6% | 407,366 | -28.5% | 0.05% | -36.1% |
| Q4 2022 | $14,308,135 | -22.1% | 569,365 | -22.6% | 0.07% | -32.7% |
| Q3 2022 | $18,362,000 | +48.6% | 735,940 | +56.9% | 0.11% | +33.8% |
| Q2 2022 | $12,359,000 | +96.5% | 469,032 | +107.3% | 0.08% | +95.1% |
| Q1 2022 | $6,288,000 | -22.6% | 226,264 | -17.5% | 0.04% | -26.8% |
| Q4 2021 | $8,126,000 | +2.4% | 274,343 | +3.2% | 0.06% | -15.2% |
| Q3 2021 | $7,938,000 | +4.3% | 265,917 | +4.9% | 0.07% | -7.0% |
| Q2 2021 | $7,609,000 | -7.8% | 253,557 | -8.9% | 0.07% | -20.2% |
| Q1 2021 | $8,250,000 | +27.0% | 278,261 | +31.9% | 0.09% | +3.5% |
| Q4 2020 | $6,494,000 | +64.9% | 210,922 | +65.2% | 0.09% | +32.3% |
| Q3 2020 | $3,938,000 | -35.3% | 127,679 | -35.2% | 0.06% | -35.0% |
| Q2 2020 | $6,084,000 | +12.3% | 197,066 | +10.2% | 0.10% | -16.0% |
| Q1 2020 | $5,418,000 | +15.3% | 178,767 | +12.0% | 0.12% | +60.8% |
| Q4 2019 | $4,699,000 | +43.5% | 159,603 | +44.4% | 0.07% | -35.7% |
| Q3 2019 | $3,275,000 | -6.9% | 110,498 | -8.4% | 0.12% | -11.5% |
| Q2 2019 | $3,518,000 | +7.4% | 120,588 | +5.1% | 0.13% | -2.3% |
| Q1 2019 | $3,276,000 | +21740.0% | 114,790 | +21477.1% | 0.13% | +13200.0% |
| Q4 2018 | $15,000 | -11.8% | 532 | -12.4% | 0.00% | 0.0% |
| Q3 2018 | $17,000 | -46.9% | 607 | -46.4% | 0.00% | -50.0% |
| Q2 2018 | $32,000 | +60.0% | 1,132 | +56.4% | 0.00% | +100.0% |
| Q1 2018 | $20,000 | -28.6% | 724 | -25.7% | 0.00% | -50.0% |
| Q4 2017 | $28,000 | +3.7% | 974 | 0.0% | 0.00% | +100.0% |
| Q3 2017 | $27,000 | – | 974 | – | 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% |