SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 112 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,792,000 | +25.6% | 125,473 | +22.1% | 0.49% | +143.3% |
| Q4 2019 | $3,020,000 | -47.0% | 102,788 | -46.6% | 0.20% | -75.7% |
| Q3 2019 | $5,703,000 | +112.8% | 192,402 | +109.4% | 0.83% | +118.2% |
| Q2 2019 | $2,680,000 | +366.9% | 91,890 | +343.9% | 0.38% | +615.1% |
| Q3 2018 | $574,000 | -88.0% | 20,702 | -87.9% | 0.05% | -85.3% |
| Q2 2018 | $4,774,000 | -67.9% | 171,177 | -66.9% | 0.36% | -59.9% |
| Q4 2017 | $14,852,000 | +2595.5% | 516,767 | +5253.4% | 0.90% | +1151.4% |
| Q1 2017 | $551,000 | -93.4% | 9,653 | -93.5% | 0.07% | -86.5% |
| Q1 2014 | $8,400,000 | – | 147,429 | – | 0.53% | – |
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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% |