SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 334 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $288,892 | -2.7% | 11,869 | +1.5% | 0.01% | 0.0% |
| Q2 2023 | $296,786 | -6.4% | 11,698 | -4.8% | 0.01% | -9.1% |
| Q1 2023 | $316,911 | +66.9% | 12,288 | +62.6% | 0.01% | +57.1% |
| Q4 2022 | $189,846 | +1.0% | 7,555 | +0.4% | 0.01% | 0.0% |
| Q3 2022 | $188,000 | +2.2% | 7,525 | +7.9% | 0.01% | 0.0% |
| Q2 2022 | $184,000 | -50.8% | 6,975 | -48.2% | 0.01% | -46.2% |
| Q1 2022 | $374,000 | -4.8% | 13,468 | +1.6% | 0.01% | -7.1% |
| Q4 2021 | $393,000 | +1.8% | 13,259 | +2.6% | 0.01% | -6.7% |
| Q3 2021 | $386,000 | -1.8% | 12,920 | -1.4% | 0.02% | -6.2% |
| Q2 2021 | $393,000 | -3.7% | 13,110 | -4.7% | 0.02% | -11.1% |
| Q1 2021 | $408,000 | -3.1% | 13,761 | +0.8% | 0.02% | -5.3% |
| Q4 2020 | $421,000 | +1.2% | 13,658 | +1.2% | 0.02% | -9.5% |
| Q3 2020 | $416,000 | +10.6% | 13,493 | +10.7% | 0.02% | 0.0% |
| Q2 2020 | $376,000 | -2.3% | 12,187 | -4.2% | 0.02% | -19.2% |
| Q1 2020 | $385,000 | +143.7% | 12,726 | +137.3% | 0.03% | +188.9% |
| Q4 2019 | $158,000 | -8.1% | 5,362 | -7.5% | 0.01% | -10.0% |
| Q3 2019 | $172,000 | – | 5,795 | – | 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% |