SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 355 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,348,834 | +24.5% | 96,501 | +29.7% | 2.08% | +23.1% |
| Q2 2023 | $1,887,020 | -22.4% | 74,380 | -23.1% | 1.68% | -24.8% |
| Q4 2022 | $2,430,287 | +19.0% | 96,709 | +18.1% | 2.24% | +11.2% |
| Q3 2022 | $2,042,000 | -27.8% | 81,871 | -23.7% | 2.02% | -22.3% |
| Q2 2022 | $2,827,000 | -2.2% | 107,320 | +3.1% | 2.59% | +9.1% |
| Q1 2022 | $2,892,000 | -29.0% | 104,068 | -24.3% | 2.38% | -25.4% |
| Q4 2021 | $4,072,000 | +60.6% | 137,494 | +61.8% | 3.19% | +53.7% |
| Q3 2021 | $2,536,000 | +115.6% | 84,978 | +116.8% | 2.07% | +125.2% |
| Q2 2021 | $1,176,000 | +106.7% | 39,205 | +104.2% | 0.92% | +83.8% |
| Q1 2021 | $569,000 | -29.8% | 19,196 | -30.4% | 0.50% | -26.4% |
| Q4 2019 | $810,000 | +1.4% | 27,575 | +2.2% | 0.68% | -3.4% |
| Q3 2019 | $799,000 | +2.2% | 26,971 | +0.5% | 0.70% | +7.6% |
| Q2 2019 | $782,000 | +2.2% | 26,824 | +0.0% | 0.66% | -0.8% |
| Q1 2019 | $765,000 | +3.5% | 26,819 | +1.0% | 0.66% | -4.6% |
| Q4 2018 | $739,000 | – | 26,560 | – | 0.69% | – |
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% |