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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $72,752 | -4.1% | 2,989 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $75,831 | -21.5% | 2,989 | -20.2% | 0.01% | -27.3% |
| Q1 2023 | $96,635 | +2.6% | 3,747 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $94,162 | +1.2% | 3,747 | 0.0% | 0.01% | -8.3% |
| Q3 2022 | $93,000 | -6.1% | 3,747 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $99,000 | -20.2% | 3,747 | -16.3% | 0.01% | -7.7% |
| Q1 2022 | $124,000 | -6.8% | 4,476 | 0.0% | 0.01% | -18.8% |
| Q4 2021 | $133,000 | -0.7% | 4,476 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $134,000 | 0.0% | 4,476 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $134,000 | +0.8% | 4,476 | 0.0% | 0.02% | -10.5% |
| Q1 2021 | $133,000 | -3.6% | 4,476 | 0.0% | 0.02% | -5.0% |
| Q4 2020 | $138,000 | 0.0% | 4,476 | 0.0% | 0.02% | -23.1% |
| Q3 2020 | $138,000 | -60.5% | 4,476 | -60.4% | 0.03% | -63.4% |
| Q2 2020 | $349,000 | -37.2% | 11,306 | -38.5% | 0.07% | -47.8% |
| Q1 2020 | $556,000 | +4176.9% | 18,383 | +4068.5% | 0.14% | +4433.3% |
| Q4 2019 | $13,000 | 0.0% | 441 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $13,000 | 0.0% | 441 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $13,000 | 0.0% | 441 | -1.3% | 0.00% | -20.0% |
| Q1 2019 | $13,000 | -7.1% | 447 | -9.7% | 0.01% | -16.7% |
| Q4 2018 | $14,000 | – | 495 | – | 0.01% | – |
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% |