SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 334 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $819,612 | -3.2% | 33,673 | +0.9% | 0.03% | 0.0% |
| Q2 2023 | $847,037 | +102.5% | 33,387 | +105.8% | 0.03% | +88.2% |
| Q1 2023 | $418,390 | -8.2% | 16,223 | -10.6% | 0.02% | -15.0% |
| Q4 2022 | $455,866 | +10.1% | 18,140 | +9.2% | 0.02% | -4.8% |
| Q3 2022 | $414,000 | -28.7% | 16,611 | -24.6% | 0.02% | -44.7% |
| Q2 2022 | $581,000 | +189.1% | 22,036 | +204.2% | 0.04% | +245.5% |
| Q1 2022 | $201,000 | -3.8% | 7,243 | +3.3% | 0.01% | -8.3% |
| Q3 2021 | $209,000 | -40.6% | 7,013 | -41.0% | 0.01% | -50.0% |
| Q1 2021 | $352,000 | -55.0% | 11,882 | -53.2% | 0.02% | -58.6% |
| Q4 2020 | $782,000 | +3.7% | 25,383 | +3.7% | 0.06% | -10.8% |
| Q3 2020 | $754,000 | +9.8% | 24,472 | +9.9% | 0.06% | -4.4% |
| Q2 2020 | $687,000 | -94.1% | 22,275 | -94.3% | 0.07% | -95.7% |
| Q1 2020 | $11,722,000 | +11.7% | 387,898 | +8.6% | 1.59% | +42.3% |
| Q4 2019 | $10,498,000 | +32.0% | 357,320 | +33.2% | 1.12% | +6.3% |
| Q3 2019 | $7,953,000 | +388.2% | 268,320 | +380.6% | 1.05% | +395.8% |
| Q2 2019 | $1,629,000 | -58.9% | 55,829 | -59.8% | 0.21% | -63.9% |
| Q1 2019 | $3,963,000 | +117.7% | 138,859 | +112.5% | 0.59% | +63.5% |
| Q4 2018 | $1,820,000 | +259.7% | 65,353 | +257.9% | 0.36% | +366.2% |
| Q3 2018 | $506,000 | +3.1% | 18,258 | +3.7% | 0.08% | -31.2% |
| Q2 2018 | $491,000 | +7.0% | 17,615 | +8.1% | 0.11% | -3.4% |
| Q1 2018 | $459,000 | – | 16,288 | – | 0.12% | – |
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% |