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 | $1,281,089 | -4.9% | 52,633 | -0.9% | 0.06% | 0.0% |
| Q2 2023 | $1,346,804 | -8.7% | 53,086 | -7.2% | 0.06% | -18.4% |
| Q1 2023 | $1,474,654 | +2.6% | 57,179 | +0.0% | 0.08% | -1.3% |
| Q4 2022 | $1,436,710 | +18.9% | 57,171 | +18.1% | 0.08% | +5.5% |
| Q3 2022 | $1,208,000 | +464.5% | 48,403 | +495.2% | 0.07% | +508.3% |
| Q2 2022 | $214,000 | – | 8,132 | – | 0.01% | – |
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% |