SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 9 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,989,723 | +0.2% | 81,747 | +4.5% | 0.81% | +1.5% |
| Q2 2023 | $1,984,799 | +2.9% | 78,234 | +4.6% | 0.80% | -3.3% |
| Q1 2023 | $1,928,549 | +8.1% | 74,779 | +5.4% | 0.82% | 0.0% |
| Q4 2022 | $1,783,470 | -1.9% | 70,970 | -2.6% | 0.82% | -13.3% |
| Q3 2022 | $1,818,000 | -3.8% | 72,847 | +1.6% | 0.95% | -3.0% |
| Q2 2022 | $1,889,000 | -6.9% | 71,671 | -1.9% | 0.98% | +4.6% |
| Q1 2022 | $2,030,000 | -4.5% | 73,060 | +1.8% | 0.94% | -9.8% |
| Q4 2021 | $2,126,000 | -0.9% | 71,772 | -0.1% | 1.04% | -9.2% |
| Q3 2021 | $2,145,000 | -10.4% | 71,865 | -9.9% | 1.14% | -21.6% |
| Q2 2021 | $2,393,000 | +8.0% | 79,733 | +6.7% | 1.46% | -4.3% |
| Q1 2021 | $2,216,000 | +7.6% | 74,752 | +11.8% | 1.52% | -1.4% |
| Q4 2020 | $2,059,000 | – | 66,866 | – | 1.54% | – |
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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% |