SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 351 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $84,000 | -1.2% | 2,844 | 0.0% | 0.02% | -8.3% |
| Q3 2021 | $85,000 | 0.0% | 2,844 | 0.0% | 0.02% | -4.0% |
| Q2 2021 | $85,000 | +1.2% | 2,844 | 0.0% | 0.02% | -16.7% |
| Q1 2021 | $84,000 | -4.5% | 2,844 | 0.0% | 0.03% | -14.3% |
| Q4 2020 | $88,000 | 0.0% | 2,844 | 0.0% | 0.04% | -10.3% |
| Q3 2020 | $88,000 | 0.0% | 2,844 | 0.0% | 0.04% | -7.1% |
| Q2 2020 | $88,000 | +2.3% | 2,844 | 0.0% | 0.04% | -12.5% |
| Q1 2020 | $86,000 | +2.4% | 2,844 | 0.0% | 0.05% | +23.1% |
| Q4 2019 | $84,000 | 0.0% | 2,844 | 0.0% | 0.04% | -11.4% |
| Q3 2019 | $84,000 | +1.2% | 2,844 | 0.0% | 0.04% | -2.2% |
| Q2 2019 | $83,000 | +2.5% | 2,844 | 0.0% | 0.04% | -4.3% |
| Q1 2019 | $81,000 | +2.5% | 2,844 | 0.0% | 0.05% | -7.8% |
| Q4 2018 | $79,000 | – | 2,844 | – | 0.05% | – |
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% |