SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 37 filers reported holding SPDR SER TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $875,000 | -5.9% | 15,169 | -5.4% | 0.12% | -7.5% |
| Q2 2014 | $930,000 | -1.7% | 16,034 | -3.1% | 0.13% | -11.3% |
| Q1 2014 | $946,000 | +6.2% | 16,555 | +4.7% | 0.15% | 0.0% |
| Q4 2013 | $891,000 | -1.5% | 15,806 | -0.6% | 0.15% | -31.8% |
| Q3 2013 | $905,000 | -4.3% | 15,897 | -4.7% | 0.22% | -16.7% |
| Q2 2013 | $946,000 | – | 16,682 | – | 0.26% | – |
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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% |