SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 355 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,255 | -7.2% | 49,475 | -5.7% | 0.52% | -13.7% |
| Q1 2023 | $1,353 | +31.4% | 52,477 | +28.1% | 0.60% | +60.9% |
| Q4 2022 | $1,030 | -99.8% | 40,979 | +129.7% | 0.37% | +51.0% |
| Q2 2022 | $470,000 | -60.6% | 17,844 | -58.5% | 0.25% | -33.1% |
| Q1 2022 | $1,194,000 | -63.0% | 42,964 | -60.6% | 0.37% | -36.2% |
| Q4 2021 | $3,228,000 | +403.6% | 108,968 | +407.4% | 0.58% | +193.4% |
| Q3 2021 | $641,000 | -78.7% | 21,476 | -78.6% | 0.20% | -68.2% |
| Q2 2021 | $3,015,000 | +4.5% | 100,480 | +7.3% | 0.62% | -10.8% |
| Q4 2020 | $2,884,000 | – | 93,655 | – | 0.70% | – |
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% |