SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 392 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,679 | +1595.9% | 8,820 | +1667.5% | 0.01% | – |
| Q2 2023 | $12,659 | -1.6% | 499 | 0.0% | 0.00% | – |
| Q1 2023 | $12,863 | -99.0% | 499 | -99.0% | 0.00% | -100.0% |
| Q4 2022 | $1,231,194 | -29.7% | 48,993 | -30.2% | 0.04% | -9.5% |
| Q3 2022 | $1,752,000 | +10205.9% | 70,201 | +11259.4% | 0.04% | – |
| Q2 2022 | $17,000 | -58.5% | 618 | -57.6% | 0.00% | -100.0% |
| Q1 2022 | $41,000 | -58.2% | 1,458 | -55.9% | 0.00% | -66.7% |
| Q4 2021 | $98,000 | -52.2% | 3,307 | -51.7% | 0.00% | -40.0% |
| Q3 2021 | $205,000 | +25.8% | 6,851 | +26.0% | 0.01% | 0.0% |
| Q2 2021 | $163,000 | +28.3% | 5,436 | +27.3% | 0.01% | 0.0% |
| Q1 2021 | $127,000 | -98.6% | 4,269 | -98.6% | 0.01% | -98.8% |
| Q4 2020 | $9,320,000 | +43.9% | 302,719 | +44.0% | 0.43% | +24.1% |
| Q3 2020 | $6,475,000 | +127.8% | 210,172 | +128.2% | 0.34% | +93.3% |
| Q2 2020 | $2,842,000 | +99.9% | 92,094 | +95.6% | 0.18% | +44.7% |
| Q1 2020 | $1,422,000 | -68.3% | 47,077 | -69.2% | 0.12% | -61.4% |
| Q4 2019 | $4,492,000 | -35.1% | 152,920 | -34.5% | 0.32% | -17.6% |
| Q3 2019 | $6,919,000 | -38.6% | 233,441 | -39.6% | 0.39% | -75.6% |
| Q2 2019 | $11,269,000 | +21.3% | 386,355 | +18.7% | 1.59% | -0.1% |
| Q1 2019 | $9,292,000 | +33.6% | 325,578 | +30.4% | 1.59% | -13.5% |
| Q4 2018 | $6,953,000 | – | 249,663 | – | 1.83% | – |
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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% |