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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,457 | -4.1% | 2,566 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $65,100 | -1.6% | 2,566 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $66,178 | +2.6% | 2,566 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $64,484 | +0.8% | 2,566 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $64,000 | -5.9% | 2,566 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $68,000 | -4.2% | 2,566 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $71,000 | -6.6% | 2,566 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $76,000 | +5.6% | 2,566 | +6.3% | 0.01% | 0.0% |
| Q3 2021 | $72,000 | +7.5% | 2,415 | +8.2% | 0.01% | -30.0% |
| Q2 2021 | $67,000 | +1.5% | 2,233 | +0.6% | 0.01% | -23.1% |
| Q1 2021 | $66,000 | +10.0% | 2,219 | +13.0% | 0.01% | 0.0% |
| Q4 2020 | $60,000 | 0.0% | 1,963 | +1.4% | 0.01% | -7.1% |
| Q3 2020 | $60,000 | -1.6% | 1,936 | -2.6% | 0.01% | -12.5% |
| Q2 2020 | $61,000 | -6.2% | 1,988 | -6.9% | 0.02% | -15.8% |
| Q1 2020 | $65,000 | +12.1% | 2,136 | +8.5% | 0.02% | +35.7% |
| Q4 2019 | $58,000 | +70.6% | 1,969 | +72.3% | 0.01% | +55.6% |
| Q3 2019 | $34,000 | +13.3% | 1,143 | +10.6% | 0.01% | +12.5% |
| Q2 2019 | $30,000 | +15.4% | 1,033 | +14.0% | 0.01% | +14.3% |
| Q1 2019 | $26,000 | -93.2% | 906 | -93.4% | 0.01% | -93.1% |
| Q4 2018 | $380,000 | +2275.0% | 13,636 | +2309.2% | 0.10% | +2450.0% |
| Q3 2018 | $16,000 | – | 566 | – | 0.00% | – |
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% |