SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 292 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,235,151 | +10.3% | 1,694,131 | +15.0% | 1.89% | +13.3% |
| Q2 2023 | $37,378,735 | +56.3% | 1,473,344 | +58.9% | 1.67% | +62.6% |
| Q1 2023 | $23,915,503 | +11.3% | 927,317 | +8.5% | 1.03% | +0.2% |
| Q4 2022 | $21,480,844 | -0.1% | 854,789 | -0.8% | 1.03% | -16.3% |
| Q3 2022 | $21,500,000 | +15.5% | 861,706 | +22.0% | 1.23% | +8.9% |
| Q2 2022 | $18,609,000 | -3.7% | 706,227 | +1.5% | 1.13% | -4.1% |
| Q1 2022 | $19,327,000 | -2.4% | 695,484 | +4.0% | 1.17% | -0.8% |
| Q4 2021 | $19,801,000 | -36.4% | 668,495 | -35.9% | 1.18% | -41.8% |
| Q3 2021 | $31,129,000 | +5.9% | 1,042,863 | +6.4% | 2.04% | +3.4% |
| Q2 2021 | $29,408,000 | +8.5% | 979,923 | +7.2% | 1.97% | +0.3% |
| Q1 2021 | $27,096,000 | +10.8% | 913,861 | +15.1% | 1.96% | -9.6% |
| Q4 2020 | $24,445,000 | +15.0% | 793,917 | +15.1% | 2.17% | -6.9% |
| Q3 2020 | $21,256,000 | +13.4% | 689,907 | +13.6% | 2.33% | -0.2% |
| Q2 2020 | $18,740,000 | +15.0% | 607,256 | +12.6% | 2.34% | -2.3% |
| Q1 2020 | $16,302,000 | – | 539,432 | – | 2.39% | – |
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% |