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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $329,725 | +19.2% | 12,785 | +16.2% | 0.07% | +9.5% |
| Q4 2022 | $276,556 | +19.2% | 11,005 | +18.4% | 0.06% | +14.5% |
| Q3 2022 | $232,000 | -22.7% | 9,295 | -16.7% | 0.06% | -12.7% |
| Q2 2022 | $300,000 | -9.9% | 11,157 | -6.9% | 0.06% | -8.7% |
| Q1 2022 | $333,000 | -2.1% | 11,990 | 0.0% | 0.07% | -2.8% |
| Q4 2021 | $340,000 | -0.9% | 11,990 | +4.3% | 0.07% | -9.0% |
| Q3 2021 | $343,000 | -0.6% | 11,499 | 0.0% | 0.08% | -1.3% |
| Q2 2021 | $345,000 | +29.7% | 11,499 | +28.4% | 0.08% | +23.4% |
| Q1 2021 | $266,000 | -84.7% | 8,959 | -84.8% | 0.06% | -90.5% |
| Q4 2019 | $1,735,000 | – | 59,044 | – | 0.68% | – |
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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% |