SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 351 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $221,000 | -16.6% | 7,461 | -16.0% | 0.08% | -22.9% |
| Q3 2021 | $265,000 | -2.6% | 8,884 | -2.0% | 0.11% | -5.2% |
| Q2 2021 | $272,000 | +4.6% | 9,064 | +3.3% | 0.12% | -1.7% |
| Q1 2021 | $260,000 | -78.5% | 8,778 | -77.6% | 0.12% | -79.9% |
| Q4 2020 | $1,207,000 | +1.7% | 39,197 | +1.7% | 0.58% | -7.8% |
| Q3 2020 | $1,187,000 | +1.8% | 38,535 | +2.0% | 0.63% | -5.4% |
| Q2 2020 | $1,166,000 | -4.5% | 37,779 | -6.5% | 0.67% | +15.6% |
| Q1 2020 | $1,221,000 | -4.5% | 40,402 | -7.1% | 0.58% | -14.6% |
| Q4 2019 | $1,278,000 | -2.6% | 43,507 | -2.9% | 0.68% | -9.1% |
| Q3 2019 | $1,312,000 | +15.2% | 44,828 | +14.8% | 0.74% | +13.7% |
| Q2 2019 | $1,139,000 | +91.8% | 39,034 | +87.5% | 0.66% | +84.0% |
| Q1 2019 | $594,000 | – | 20,819 | – | 0.36% | – |
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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% |