SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 392 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $108,897 | -4.2% | 4,474 | -0.2% | 0.00% | 0.0% |
| Q2 2023 | $113,708 | -1.6% | 4,482 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $115,591 | +1.8% | 4,482 | -0.8% | 0.00% | 0.0% |
| Q4 2022 | $113,512 | -5.4% | 4,517 | -5.9% | 0.00% | 0.0% |
| Q3 2022 | $120,000 | -5.5% | 4,799 | -0.5% | 0.00% | 0.0% |
| Q2 2022 | $127,000 | +5.8% | 4,821 | +12.0% | 0.00% | 0.0% |
| Q1 2022 | $120,000 | +5.3% | 4,304 | +12.3% | 0.00% | 0.0% |
| Q4 2021 | $114,000 | -0.9% | 3,834 | -0.3% | 0.00% | 0.0% |
| Q3 2021 | $115,000 | -8.0% | 3,846 | -8.9% | 0.00% | -20.0% |
| Q1 2021 | $125,000 | -17.2% | 4,221 | -13.8% | 0.01% | -28.6% |
| Q4 2020 | $151,000 | +5.6% | 4,894 | +5.2% | 0.01% | 0.0% |
| Q3 2020 | $143,000 | -0.7% | 4,654 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $144,000 | -14.8% | 4,654 | -16.6% | 0.01% | -22.2% |
| Q1 2020 | $169,000 | -6.1% | 5,581 | -8.8% | 0.01% | +12.5% |
| Q4 2019 | $180,000 | -0.6% | 6,119 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $181,000 | -11.7% | 6,119 | -13.0% | 0.01% | -11.1% |
| Q2 2019 | $205,000 | -8.9% | 7,037 | -10.6% | 0.01% | -10.0% |
| Q1 2019 | $225,000 | -7.0% | 7,868 | -9.4% | 0.01% | -9.1% |
| Q4 2018 | $242,000 | -10.0% | 8,686 | -10.6% | 0.01% | 0.0% |
| Q3 2018 | $269,000 | -23.1% | 9,711 | -22.7% | 0.01% | -26.7% |
| Q2 2018 | $350,000 | -3.6% | 12,557 | -2.7% | 0.02% | -6.2% |
| Q1 2018 | $363,000 | +3.1% | 12,901 | +5.3% | 0.02% | +6.7% |
| Q4 2017 | $352,000 | -57.7% | 12,255 | -15.0% | 0.02% | -61.5% |
| Q3 2017 | $832,000 | +0.5% | 14,424 | +0.5% | 0.04% | -4.9% |
| Q2 2017 | $828,000 | -8.9% | 14,352 | -9.8% | 0.04% | -12.8% |
| Q1 2017 | $909,000 | -4.2% | 15,907 | -4.6% | 0.05% | -13.0% |
| Q4 2016 | $949,000 | -6.7% | 16,679 | -2.9% | 0.05% | -11.5% |
| Q3 2016 | $1,017,000 | -4.4% | 17,169 | -4.2% | 0.06% | -9.0% |
| Q2 2016 | $1,064,000 | -0.9% | 17,917 | -2.3% | 0.07% | -6.9% |
| Q1 2016 | $1,074,000 | -12.5% | 18,339 | -14.8% | 0.07% | -17.2% |
| Q4 2015 | $1,228,000 | -3.8% | 21,525 | -2.5% | 0.09% | -3.3% |
| Q3 2015 | $1,277,000 | -4.8% | 22,083 | -5.5% | 0.09% | -12.6% |
| Q2 2015 | $1,341,000 | -8.4% | 23,369 | -5.9% | 0.10% | -25.4% |
| Q1 2015 | $1,464,000 | -5.5% | 24,831 | -6.5% | 0.14% | -27.0% |
| Q4 2014 | $1,549,000 | -3.2% | 26,561 | -4.3% | 0.19% | -21.6% |
| Q3 2014 | $1,601,000 | -1.2% | 27,747 | -0.8% | 0.24% | -17.7% |
| Q2 2014 | $1,621,000 | -0.5% | 27,974 | -1.9% | 0.29% | -24.7% |
| Q1 2014 | $1,629,000 | -1.6% | 28,524 | -2.9% | 0.39% | -21.4% |
| Q4 2013 | $1,656,000 | – | 29,369 | – | 0.50% | – |
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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% |