SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 351 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $108,000 | -56.3% | 3,889 | -53.3% | 0.01% | -54.5% |
| Q4 2021 | $247,000 | -52.4% | 8,335 | -52.1% | 0.01% | -57.7% |
| Q3 2021 | $519,000 | +1.2% | 17,394 | +1.7% | 0.03% | 0.0% |
| Q2 2021 | $513,000 | -0.8% | 17,104 | -1.9% | 0.03% | -16.1% |
| Q1 2021 | $517,000 | -7.5% | 17,432 | -4.0% | 0.03% | -20.5% |
| Q4 2020 | $559,000 | -1.2% | 18,162 | -1.1% | 0.04% | -81.9% |
| Q3 2020 | $566,000 | -34.9% | 18,372 | -34.8% | 0.22% | +180.5% |
| Q2 2020 | $869,000 | +1.5% | 28,172 | -0.5% | 0.08% | -15.4% |
| Q1 2020 | $856,000 | +25.3% | 28,325 | +21.8% | 0.09% | +71.7% |
| Q4 2019 | $683,000 | +15.6% | 23,246 | +16.7% | 0.05% | -13.1% |
| Q3 2019 | $591,000 | – | 19,926 | – | 0.06% | – |
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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% |