SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 394 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,039 | -4.1% | 15,244 | 0.0% | 0.04% | -6.8% |
| Q2 2023 | $386,740 | -1.6% | 15,244 | 0.0% | 0.04% | -8.3% |
| Q1 2023 | $393,143 | +14.9% | 15,244 | +12.0% | 0.05% | +6.7% |
| Q4 2022 | $342,145 | +2.7% | 13,615 | +2.5% | 0.04% | -8.2% |
| Q3 2022 | $333,000 | -71.8% | 13,285 | -70.4% | 0.05% | -74.2% |
| Q2 2022 | $1,181,000 | +860.2% | 44,815 | +912.3% | 0.19% | +804.8% |
| Q1 2022 | $123,000 | -6.1% | 4,427 | 0.0% | 0.02% | -4.5% |
| Q4 2021 | $131,000 | -0.8% | 4,427 | 0.0% | 0.02% | -8.3% |
| Q3 2021 | $132,000 | -0.8% | 4,427 | 0.0% | 0.02% | -4.0% |
| Q2 2021 | $133,000 | +56.5% | 4,427 | +54.3% | 0.02% | +47.1% |
| Q1 2021 | $85,000 | -3.4% | 2,870 | 0.0% | 0.02% | +30.8% |
| Q4 2020 | $88,000 | 0.0% | 2,870 | 0.0% | 0.01% | -7.1% |
| Q3 2020 | $88,000 | -1.1% | 2,870 | 0.0% | 0.01% | -22.2% |
| Q2 2020 | $89,000 | -8.2% | 2,870 | -10.5% | 0.02% | -14.3% |
| Q1 2020 | $97,000 | -66.3% | 3,206 | -36.8% | 0.02% | -98.2% |
| Q2 2013 | $288,000 | – | 5,070 | – | 1.15% | – |
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% |