SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 350 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $456,964 | +0.6% | 18,774 | +4.9% | 0.05% | +2.1% |
| Q2 2023 | $454,160 | -3.9% | 17,901 | -2.3% | 0.05% | -7.8% |
| Q1 2023 | $472,402 | +0.6% | 18,317 | -2.0% | 0.05% | -3.8% |
| Q4 2022 | $469,531 | -5.3% | 18,684 | -5.9% | 0.05% | -8.6% |
| Q3 2022 | $496,000 | -0.4% | 19,852 | +5.1% | 0.06% | +3.6% |
| Q2 2022 | $498,000 | -6.0% | 18,897 | -0.9% | 0.06% | +5.7% |
| Q1 2022 | $530,000 | -8.9% | 19,071 | -3.7% | 0.05% | -10.2% |
| Q4 2021 | $582,000 | -0.3% | 19,794 | +1.2% | 0.06% | -37.9% |
| Q3 2021 | $584,000 | +1.0% | 19,568 | +1.5% | 0.10% | +1.1% |
| Q2 2021 | $578,000 | +36.0% | 19,271 | +34.4% | 0.09% | +84.3% |
| Q1 2021 | $425,000 | +10.7% | 14,335 | +14.8% | 0.05% | +8.5% |
| Q4 2020 | $384,000 | -10.3% | 12,484 | -10.2% | 0.05% | -23.0% |
| Q3 2020 | $428,000 | -10.3% | 13,902 | -10.0% | 0.06% | -16.4% |
| Q2 2020 | $477,000 | +3.7% | 15,445 | +1.4% | 0.07% | -15.1% |
| Q1 2020 | $460,000 | +22.7% | 15,238 | +19.3% | 0.09% | +50.9% |
| Q4 2019 | $375,000 | -97.0% | 12,774 | +3.3% | 0.06% | -96.7% |
| Q3 2019 | $12,362,000 | -0.0% | 12,362 | -96.6% | 1.72% | -0.8% |
| Q2 2019 | $12,364,000 | +2617.4% | 360,658 | +2934.3% | 1.74% | +2309.7% |
| Q1 2019 | $455,000 | – | 11,886 | – | 0.07% | – |
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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% |