SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 299 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $242,816 | -4.1% | 9,976 | 0.0% | 0.03% | -5.6% |
| Q2 2023 | $253,091 | -1.1% | 9,976 | 0.0% | 0.04% | -12.2% |
| Q1 2023 | $255,884 | -11.0% | 9,976 | -12.8% | 0.04% | -26.8% |
| Q4 2022 | $287,613 | -12.0% | 11,445 | -12.8% | 0.06% | -18.8% |
| Q3 2022 | $327,000 | -7.4% | 13,121 | -2.1% | 0.07% | -8.0% |
| Q2 2022 | $353,000 | -5.4% | 13,397 | -0.2% | 0.08% | +10.3% |
| Q1 2022 | $373,000 | -3.1% | 13,426 | +0.0% | 0.07% | +7.9% |
| Q4 2021 | $385,000 | -6.3% | 13,425 | -1.5% | 0.06% | -14.9% |
| Q3 2021 | $411,000 | 0.0% | 13,636 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $411,000 | -2.6% | 13,636 | -4.2% | 0.07% | -10.8% |
| Q1 2021 | $422,000 | -5.8% | 14,234 | -2.1% | 0.08% | -10.8% |
| Q4 2020 | $448,000 | 0.0% | 14,543 | +1.1% | 0.09% | -25.6% |
| Q3 2020 | $448,000 | +1.4% | 14,386 | +0.4% | 0.12% | -17.8% |
| Q2 2020 | $442,000 | +2.1% | 14,335 | 0.0% | 0.15% | +700.0% |
| Q1 2020 | $433,000 | -33.9% | 14,335 | -35.7% | 0.02% | -72.5% |
| Q4 2019 | $655,000 | +4.1% | 22,309 | +5.1% | 0.07% | -2.8% |
| Q3 2019 | $629,000 | +84.5% | 21,221 | +81.4% | 0.07% | -52.0% |
| Q2 2019 | $341,000 | +21.4% | 11,699 | +18.8% | 0.15% | +5.7% |
| Q1 2019 | $281,000 | +8.9% | 9,846 | +6.4% | 0.14% | -6.7% |
| Q4 2018 | $258,000 | -4.1% | 9,256 | -4.6% | 0.15% | +4.2% |
| Q3 2018 | $269,000 | -0.7% | 9,701 | 0.0% | 0.14% | -11.1% |
| Q2 2018 | $271,000 | -3.2% | 9,701 | -2.4% | 0.16% | -36.7% |
| Q1 2018 | $280,000 | +11.6% | 9,938 | +13.9% | 0.26% | +4.9% |
| Q4 2017 | $251,000 | – | 8,726 | – | 0.24% | – |
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% |