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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $6,039,000 | +13.2% | 203,704 | +13.1% | 0.59% | +36.7% |
| Q4 2021 | $5,334,000 | -7.1% | 180,112 | -6.4% | 0.43% | -14.8% |
| Q3 2021 | $5,743,000 | -3.7% | 192,406 | -3.2% | 0.51% | -8.8% |
| Q2 2021 | $5,964,000 | -1.2% | 198,737 | -2.4% | 0.56% | -9.8% |
| Q1 2021 | $6,039,000 | -5.7% | 203,704 | -2.1% | 0.62% | -12.0% |
| Q4 2020 | $6,407,000 | -1.3% | 208,092 | -1.2% | 0.70% | -16.8% |
| Q3 2020 | $6,489,000 | +52.7% | 210,616 | +52.9% | 0.84% | +43.6% |
| Q2 2020 | $4,250,000 | +35.6% | 137,735 | +32.7% | 0.58% | +3.5% |
| Q1 2020 | $3,135,000 | +30.9% | 103,762 | +27.3% | 0.56% | +60.5% |
| Q4 2019 | $2,395,000 | +16.7% | 81,528 | +17.8% | 0.35% | +4.5% |
| Q3 2019 | $2,052,000 | +142.0% | 69,232 | +138.1% | 0.34% | +135.7% |
| Q2 2019 | $848,000 | +26.9% | 29,081 | +24.2% | 0.14% | +22.2% |
| Q1 2019 | $668,000 | – | 23,408 | – | 0.12% | – |
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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% |