SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 249 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $5,387,000 | +1.5% | 183,373 | +2.5% | 1.42% | -13.3% |
| Q3 2019 | $5,308,000 | +392.4% | 178,952 | +384.4% | 1.64% | +371.6% |
| Q2 2019 | $1,078,000 | -9.6% | 36,944 | -11.6% | 0.35% | -11.7% |
| Q1 2019 | $1,193,000 | +3.5% | 41,794 | +0.8% | 0.39% | -3.2% |
| Q4 2018 | $1,153,000 | +18.0% | 41,442 | +17.6% | 0.41% | +25.2% |
| Q3 2018 | $977,000 | -8.0% | 35,244 | -7.4% | 0.32% | -17.1% |
| Q2 2018 | $1,062,000 | -25.4% | 38,076 | -24.7% | 0.39% | -29.0% |
| Q1 2018 | $1,424,000 | +52.0% | 50,580 | +55.1% | 0.55% | +36.3% |
| Q4 2017 | $937,000 | – | 32,614 | – | 0.40% | – |
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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% |