SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 289 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,443 | -100.0% | 137,018 | -52.5% | 0.34% | -55.8% |
| Q3 2022 | $7,192,000 | +567.2% | 288,263 | +604.5% | 0.77% | +597.3% |
| Q2 2022 | $1,078,000 | -41.3% | 40,916 | -38.1% | 0.11% | -27.6% |
| Q1 2022 | $1,836,000 | -73.5% | 66,060 | -71.8% | 0.15% | -71.6% |
| Q4 2021 | $6,937,000 | -33.9% | 234,196 | -33.1% | 0.54% | -60.6% |
| Q2 2021 | $10,501,000 | -5.9% | 349,928 | -7.0% | 1.36% | -19.4% |
| Q1 2021 | $11,157,000 | +14.7% | 376,309 | +19.1% | 1.69% | +18.2% |
| Q4 2020 | $9,725,000 | +16.6% | 315,849 | +16.6% | 1.43% | +3.7% |
| Q3 2020 | $8,343,000 | +2.0% | 270,805 | +2.2% | 1.38% | -7.9% |
| Q2 2020 | $8,176,000 | +776.3% | 264,943 | +757.8% | 1.50% | +599.5% |
| Q1 2020 | $933,000 | +15.2% | 30,886 | +12.0% | 0.21% | +57.4% |
| Q4 2019 | $810,000 | – | 27,572 | – | 0.14% | – |
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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% |