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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $235,000 | -5.6% | 7,934 | -2.0% | 0.08% | -14.1% |
| Q4 2020 | $249,000 | -3.1% | 8,096 | -2.8% | 0.09% | -14.8% |
| Q3 2020 | $257,000 | -1.9% | 8,329 | -2.0% | 0.11% | -16.9% |
| Q2 2020 | $262,000 | -3.7% | 8,496 | -5.8% | 0.13% | -24.0% |
| Q1 2020 | $272,000 | -0.7% | 9,016 | -3.3% | 0.17% | +11.8% |
| Q4 2019 | $274,000 | -2.5% | 9,327 | -1.5% | 0.15% | -7.3% |
| Q3 2019 | $281,000 | +2.6% | 9,472 | +1.0% | 0.16% | +0.6% |
| Q2 2019 | $274,000 | +5.0% | 9,379 | +2.7% | 0.16% | +2.5% |
| Q1 2019 | $261,000 | +2.0% | 9,129 | -0.8% | 0.16% | -9.1% |
| Q4 2018 | $256,000 | – | 9,207 | – | 0.18% | – |
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% |