SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 292 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,907,704 | -0.9% | 76,035 | -0.2% | 0.56% | -7.1% |
Q1 2024 | $1,925,956 | -3.9% | 76,185 | -2.6% | 0.60% | -14.9% |
Q4 2023 | $2,004,637 | -4.3% | 78,184 | -9.2% | 0.71% | -7.3% |
Q3 2023 | $2,095,247 | -7.3% | 86,079 | -3.4% | 0.77% | -3.0% |
Q2 2023 | $2,259,832 | -15.7% | 89,075 | -14.3% | 0.79% | -20.4% |
Q1 2023 | $2,680,612 | +2.7% | 103,940 | +0.0% | 0.99% | +1.2% |
Q4 2022 | $2,611,258 | -37.7% | 103,910 | -38.1% | 0.98% | -36.5% |
Q3 2022 | $4,190,000 | -13.2% | 167,954 | -8.3% | 1.55% | -5.3% |
Q2 2022 | $4,828,000 | -11.1% | 183,232 | -6.2% | 1.63% | +10.1% |
Q1 2022 | $5,429,000 | -15.0% | 195,371 | -9.4% | 1.48% | -6.8% |
Q4 2021 | $6,384,000 | -11.1% | 215,530 | -10.4% | 1.59% | -18.2% |
Q3 2021 | $7,179,000 | -10.3% | 240,493 | – | 1.95% | -10.4% |
Q2 2021 | $8,005,000 | -1.1% | 0 | -100.0% | 2.17% | -8.4% |
Q1 2021 | $8,095,000 | -10.5% | 273,031 | -7.0% | 2.37% | -15.1% |
Q4 2020 | $9,044,000 | -3.8% | 293,729 | -3.8% | 2.80% | -13.7% |
Q3 2020 | $9,404,000 | -1.2% | 305,218 | -1.0% | 3.24% | -11.9% |
Q2 2020 | $9,517,000 | +1.4% | 308,389 | -0.7% | 3.68% | -20.6% |
Q1 2020 | $9,384,000 | -1.1% | 310,521 | -3.8% | 4.63% | +31.4% |
Q4 2019 | $9,486,000 | -0.7% | 322,875 | +0.2% | 3.52% | -7.9% |
Q3 2019 | $9,550,000 | +47.7% | 322,191 | +45.4% | 3.83% | +38.8% |
Q2 2019 | $6,464,000 | +125.1% | 221,600 | +120.3% | 2.76% | +118.5% |
Q1 2019 | $2,871,000 | +500.6% | 100,583 | +486.5% | 1.26% | +484.3% |
Q4 2018 | $478,000 | +5.1% | 17,150 | +4.5% | 0.22% | +24.9% |
Q3 2018 | $455,000 | +73.0% | 16,416 | +74.4% | 0.17% | +57.3% |
Q2 2018 | $263,000 | – | 9,413 | – | 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% |