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 | $225,787 | -59.4% | 9,276 | -57.6% | 0.10% | -57.6% |
Q2 2023 | $555,619 | -1.3% | 21,901 | +0.3% | 0.24% | -0.8% |
Q1 2023 | $562,930 | +2.8% | 21,827 | +0.2% | 0.24% | -3.2% |
Q4 2022 | $547,364 | +0.8% | 21,781 | +0.1% | 0.25% | -10.1% |
Q3 2022 | $543,000 | -46.0% | 21,756 | -43.0% | 0.28% | -25.4% |
Q2 2022 | $1,006,000 | -4.8% | 38,167 | +0.4% | 0.37% | -67.8% |
Q1 2022 | $1,057,000 | -6.0% | 38,021 | +0.2% | 1.15% | +37.9% |
Q4 2021 | $1,124,000 | -0.3% | 37,934 | +0.4% | 0.83% | -7.2% |
Q3 2021 | $1,127,000 | -0.3% | 37,765 | +0.3% | 0.90% | -10.7% |
Q2 2021 | $1,130,000 | +1.6% | 37,638 | +0.4% | 1.01% | -13.0% |
Q1 2021 | $1,112,000 | -3.5% | 37,503 | +0.2% | 1.16% | +5.2% |
Q4 2020 | $1,152,000 | – | 37,414 | – | 1.10% | – |
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% |