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 | $770,923 | +83.2% | 31,673 | +90.9% | 0.03% | +85.7% |
| Q2 2023 | $420,886 | -5.7% | 16,589 | -4.1% | 0.01% | -6.7% |
| Q1 2023 | $446,207 | -2.9% | 17,301 | -5.3% | 0.02% | -25.0% |
| Q4 2022 | $459,329 | +48.2% | 18,278 | +47.1% | 0.02% | +42.9% |
| Q3 2022 | $310,000 | +715.8% | 12,422 | +751.4% | 0.01% | +600.0% |
| Q2 2022 | $38,000 | +90.0% | 1,459 | +104.6% | 0.00% | +100.0% |
| Q1 2022 | $20,000 | -77.0% | 713 | -75.8% | 0.00% | -66.7% |
| Q4 2021 | $87,000 | +31.8% | 2,951 | +34.2% | 0.00% | 0.0% |
| Q3 2021 | $66,000 | +83.3% | 2,199 | +84.9% | 0.00% | +50.0% |
| Q2 2021 | $36,000 | -7.7% | 1,189 | -8.6% | 0.00% | 0.0% |
| Q1 2021 | $39,000 | +105.3% | 1,301 | +107.5% | 0.00% | +100.0% |
| Q4 2020 | $19,000 | +850.0% | 627 | +1040.0% | 0.00% | – |
| Q3 2020 | $2,000 | +100.0% | 55 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 55 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -50.0% | 55 | -12.7% | 0.00% | – |
| Q4 2019 | $2,000 | -75.0% | 63 | -76.6% | 0.00% | -100.0% |
| Q3 2019 | $8,000 | +300.0% | 269 | +253.9% | 0.00% | – |
| Q2 2019 | $2,000 | -98.0% | 76 | -97.8% | 0.00% | -100.0% |
| Q4 2017 | $101,000 | +1.0% | 3,500 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $100,000 | – | 3,500 | – | 0.02% | – |
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% |