SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 355 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,345,187 | -8.5% | 219,605 | -4.7% | 0.70% | -5.3% |
| Q2 2023 | $5,843,714 | -8.4% | 230,340 | -6.8% | 0.74% | -12.8% |
| Q1 2023 | $6,376,128 | -4.2% | 247,233 | -6.6% | 0.85% | -15.0% |
| Q4 2022 | $6,654,380 | +198.1% | 264,798 | +196.0% | 1.00% | +160.0% |
| Q3 2022 | $2,232,000 | +15.2% | 89,471 | +21.6% | 0.38% | +21.1% |
| Q2 2022 | $1,938,000 | +96.0% | 73,553 | +106.7% | 0.32% | +82.8% |
| Q1 2022 | $989,000 | -59.7% | 35,576 | -57.1% | 0.17% | -60.5% |
| Q4 2021 | $2,455,000 | +15.4% | 82,872 | +16.2% | 0.44% | -0.7% |
| Q3 2021 | $2,128,000 | +28.2% | 71,296 | +28.9% | 0.44% | +21.0% |
| Q2 2021 | $1,660,000 | +39.0% | 55,306 | +37.3% | 0.37% | +21.9% |
| Q1 2021 | $1,194,000 | -3.5% | 40,268 | +0.3% | 0.30% | -32.4% |
| Q3 2020 | $1,237,000 | -23.4% | 40,141 | -24.9% | 0.44% | -43.3% |
| Q1 2020 | $1,615,000 | -14.1% | 53,439 | -16.6% | 0.78% | +5.5% |
| Q4 2019 | $1,881,000 | -9.4% | 64,038 | -9.1% | 0.74% | -13.3% |
| Q3 2019 | $2,077,000 | +27.5% | 70,459 | +26.1% | 0.86% | +21.2% |
| Q2 2019 | $1,629,000 | +25.5% | 55,883 | +22.8% | 0.71% | +18.0% |
| Q1 2019 | $1,298,000 | +21.4% | 45,495 | +18.5% | 0.60% | +12.4% |
| Q4 2018 | $1,069,000 | +23.0% | 38,377 | +20.8% | 0.53% | +37.6% |
| Q3 2018 | $869,000 | +48.0% | 31,775 | +51.0% | 0.39% | +49.8% |
| Q2 2018 | $587,000 | -6.7% | 21,045 | -5.7% | 0.26% | -1.5% |
| Q1 2018 | $629,000 | +26.6% | 22,323 | +29.0% | 0.26% | +59.4% |
| Q4 2017 | $497,000 | +9.5% | 17,310 | +119.9% | 0.16% | +5.1% |
| Q3 2017 | $454,000 | -0.4% | 7,871 | -0.5% | 0.16% | -2.5% |
| Q2 2017 | $456,000 | +4.1% | 7,914 | +3.2% | 0.16% | 0.0% |
| Q1 2017 | $438,000 | +12.0% | 7,672 | +11.8% | 0.16% | +45.0% |
| Q4 2016 | $391,000 | – | 6,864 | – | 0.11% | – |
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% |