SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 392 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $365 | -3.9% | 15 | 0.0% | 0.00% | – |
| Q2 2023 | $380 | -77.0% | 15 | -76.6% | 0.00% | – |
| Q1 2023 | $1,650 | -47.0% | 64 | -48.0% | 0.00% | – |
| Q4 2022 | $3,114 | +3.8% | 123 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | -99.7% | 123 | -99.7% | 0.00% | -100.0% |
| Q2 2022 | $1,068,000 | -5.2% | 40,538 | +0.0% | 0.11% | +11.3% |
| Q1 2022 | $1,126,000 | -6.2% | 40,537 | 0.0% | 0.10% | -2.0% |
| Q4 2021 | $1,200,000 | -0.8% | 40,537 | 0.0% | 0.10% | -1.0% |
| Q3 2021 | $1,210,000 | -0.4% | 40,537 | +0.1% | 0.10% | -18.0% |
| Q2 2021 | $1,215,000 | +1.2% | 40,509 | +0.1% | 0.12% | -4.7% |
| Q1 2021 | $1,200,000 | -3.7% | 40,479 | 0.0% | 0.13% | -16.9% |
| Q4 2020 | $1,246,000 | -0.1% | 40,479 | 0.0% | 0.15% | -13.5% |
| Q3 2020 | $1,247,000 | -0.2% | 40,479 | -0.1% | 0.18% | -9.2% |
| Q2 2020 | $1,250,000 | -5.5% | 40,512 | -7.5% | 0.20% | -24.9% |
| Q1 2020 | $1,323,000 | +460.6% | 43,786 | +444.9% | 0.26% | +586.8% |
| Q4 2019 | $236,000 | +11700.0% | 8,036 | +8634.8% | 0.04% | – |
| Q3 2019 | $2,000 | 0.0% | 92 | +55.9% | 0.00% | – |
| Q2 2019 | $2,000 | +100.0% | 59 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 59 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | -50.0% | 59 | 0.0% | 0.00% | – |
| Q3 2018 | $2,000 | +100.0% | 59 | +34.1% | 0.00% | – |
| Q2 2018 | $1,000 | 0.0% | 44 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | – | 44 | – | 0.00% | – |
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% |