SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 218 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,628,000 | +2.2% | 85,367 | +2.3% | 0.06% | -19.2% |
| Q3 2020 | $2,572,000 | -21.1% | 83,484 | -21.0% | 0.08% | -30.4% |
| Q2 2020 | $3,259,000 | -57.3% | 105,613 | -58.2% | 0.11% | -80.9% |
| Q1 2020 | $7,633,000 | +256.8% | 252,584 | +247.0% | 0.59% | +910.3% |
| Q4 2019 | $2,139,000 | -35.4% | 72,793 | -34.9% | 0.06% | -50.8% |
| Q3 2019 | $3,313,000 | +59.9% | 111,774 | +59.8% | 0.12% | +53.2% |
| Q2 2019 | $2,072,000 | -31.0% | 69,953 | -33.5% | 0.08% | -39.4% |
| Q1 2019 | $3,004,000 | +49.5% | 105,254 | +45.9% | 0.13% | +42.7% |
| Q4 2018 | $2,009,000 | -19.3% | 72,145 | -19.7% | 0.09% | -9.2% |
| Q3 2018 | $2,490,000 | -17.0% | 89,851 | -16.5% | 0.10% | -25.8% |
| Q2 2018 | $3,001,000 | +105.3% | 107,618 | +107.3% | 0.13% | +85.9% |
| Q1 2018 | $1,462,000 | +180.6% | 51,904 | +466.9% | 0.07% | +77.5% |
| Q4 2016 | $521,000 | -11.2% | 9,155 | -7.6% | 0.04% | -25.9% |
| Q3 2016 | $587,000 | -16.7% | 9,910 | -16.2% | 0.05% | -28.9% |
| Q2 2016 | $705,000 | +3.2% | 11,826 | +1.4% | 0.08% | -2.6% |
| Q1 2016 | $683,000 | -13.5% | 11,662 | -15.3% | 0.08% | -10.3% |
| Q4 2015 | $790,000 | -36.5% | 13,766 | -36.1% | 0.09% | -49.4% |
| Q3 2015 | $1,245,000 | +17.5% | 21,528 | +16.5% | 0.17% | +38.7% |
| Q2 2015 | $1,060,000 | +38.0% | 18,473 | +41.8% | 0.12% | +42.5% |
| Q1 2015 | $768,000 | +80.7% | 13,027 | +78.7% | 0.09% | +93.3% |
| Q4 2014 | $425,000 | +27.2% | 7,291 | +25.9% | 0.04% | +32.4% |
| Q3 2014 | $334,000 | – | 5,790 | – | 0.03% | – |
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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% |