SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 394 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $522,000 | -0.8% | 17,626 | 0.0% | 0.04% | -5.1% |
| Q3 2021 | $526,000 | -0.6% | 17,626 | 0.0% | 0.04% | -4.9% |
| Q2 2021 | $529,000 | +1.1% | 17,626 | 0.0% | 0.04% | -8.9% |
| Q1 2021 | $523,000 | -31.6% | 17,626 | -29.0% | 0.04% | -37.5% |
| Q4 2020 | $765,000 | 0.0% | 24,840 | 0.0% | 0.07% | -8.9% |
| Q3 2020 | $765,000 | -0.3% | 24,840 | 0.0% | 0.08% | -2.5% |
| Q2 2020 | $767,000 | +2.3% | 24,840 | 0.0% | 0.08% | -8.0% |
| Q1 2020 | $750,000 | +2.7% | 24,840 | 0.0% | 0.09% | +25.7% |
| Q4 2019 | $730,000 | -0.8% | 24,840 | 0.0% | 0.07% | -5.4% |
| Q3 2019 | $736,000 | +1.5% | 24,840 | 0.0% | 0.07% | -2.6% |
| Q2 2019 | $725,000 | +2.3% | 24,840 | 0.0% | 0.08% | 0.0% |
| Q1 2019 | $709,000 | +2.5% | 24,840 | 0.0% | 0.08% | -5.0% |
| Q4 2018 | $692,000 | +0.6% | 24,840 | 0.0% | 0.08% | +5.3% |
| Q3 2018 | $688,000 | -0.7% | 24,840 | 0.0% | 0.08% | -1.3% |
| Q2 2018 | $693,000 | -0.9% | 24,840 | 0.0% | 0.08% | 0.0% |
| Q1 2018 | $699,000 | -27.2% | 24,840 | +47.7% | 0.08% | -34.2% |
| Q1 2017 | $960,000 | +0.3% | 16,820 | 0.0% | 0.12% | -5.6% |
| Q4 2016 | $957,000 | -4.0% | 16,820 | 0.0% | 0.12% | -3.9% |
| Q3 2016 | $997,000 | +0.2% | 16,820 | 0.0% | 0.13% | -10.4% |
| Q2 2016 | $995,000 | +3.6% | 16,820 | 0.0% | 0.14% | +22.0% |
| Q1 2016 | $960,000 | – | 16,820 | – | 0.12% | – |
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% |