SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 157 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $250,000 | -48.9% | 8,275 | -50.3% | 0.12% | -36.9% |
| Q4 2019 | $489,000 | +18.7% | 16,635 | +19.7% | 0.19% | +9.4% |
| Q3 2019 | $412,000 | +21.5% | 13,895 | +19.5% | 0.17% | +20.4% |
| Q2 2019 | $339,000 | +65.4% | 11,630 | +61.9% | 0.14% | +59.6% |
| Q1 2019 | $205,000 | -29.6% | 7,185 | -31.5% | 0.09% | -29.9% |
| Q3 2018 | $291,000 | +31.1% | 10,493 | +32.1% | 0.13% | +22.1% |
| Q2 2018 | $222,000 | +24.0% | 7,945 | +24.7% | 0.10% | +23.8% |
| Q1 2018 | $179,000 | +316.3% | 6,370 | +324.7% | 0.08% | +320.0% |
| Q4 2017 | $43,000 | – | 1,500 | – | 0.02% | – |
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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% |