SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 308 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $66,268,395 | +3.9% | 2,641,228 | +4.7% | 5.46% | -3.4% |
Q1 2024 | $63,756,455 | +1.3% | 2,522,012 | +2.7% | 5.66% | -9.1% |
Q4 2023 | $62,967,934 | +8.7% | 2,455,847 | +3.2% | 6.23% | -6.1% |
Q3 2023 | $57,908,452 | -3.1% | 2,379,147 | +1.0% | 6.63% | -1.4% |
Q2 2023 | $59,742,702 | +30.0% | 2,354,857 | +32.1% | 6.72% | +14.5% |
Q1 2023 | $45,971,146 | +51.9% | 1,782,518 | +48.0% | 5.87% | +40.4% |
Q4 2022 | $30,268,175 | +5.2% | 1,204,463 | +4.5% | 4.18% | -1.4% |
Q3 2022 | $28,764,000 | -5.4% | 1,152,857 | -0.1% | 4.24% | +0.1% |
Q2 2022 | $30,399,000 | -5.8% | 1,153,655 | -0.7% | 4.24% | +5.1% |
Q1 2022 | $32,286,000 | +17.4% | 1,161,772 | +25.1% | 4.03% | +20.8% |
Q4 2021 | $27,502,000 | -12.3% | 928,506 | -11.6% | 3.34% | -21.9% |
Q3 2021 | $31,343,000 | +6.5% | 1,050,003 | +7.1% | 4.27% | -23.5% |
Q2 2021 | $29,421,000 | +13.9% | 980,383 | +12.5% | 5.58% | +6.6% |
Q1 2021 | $25,837,000 | -12.9% | 871,363 | -9.5% | 5.23% | -24.7% |
Q4 2020 | $29,662,000 | +6.4% | 962,979 | +6.5% | 6.95% | -8.4% |
Q3 2020 | $27,866,000 | +7.2% | 904,192 | +7.4% | 7.59% | -2.7% |
Q2 2020 | $25,985,000 | +38.9% | 841,893 | +35.9% | 7.80% | +14.9% |
Q1 2020 | $18,708,000 | – | 619,386 | – | 6.78% | – |
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% |