SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 299 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $279,527 | -2.3% | 11,018 | -0.7% | 0.02% | -10.5% |
| Q1 2023 | $286,114 | +2.7% | 11,094 | +0.1% | 0.02% | -9.5% |
| Q4 2022 | $278,641 | +33.3% | 11,088 | +57.4% | 0.02% | +31.2% |
| Q4 2021 | $209,000 | -15.0% | 7,044 | -14.4% | 0.02% | -38.5% |
| Q3 2021 | $246,000 | -43.8% | 8,233 | -43.6% | 0.03% | -13.3% |
| Q2 2021 | $438,000 | +2.3% | 14,587 | +1.0% | 0.03% | -9.1% |
| Q1 2021 | $428,000 | +9.2% | 14,442 | +13.3% | 0.03% | +6.5% |
| Q4 2020 | $392,000 | -13.5% | 12,746 | -13.3% | 0.03% | -11.4% |
| Q3 2020 | $453,000 | +50.5% | 14,697 | +50.8% | 0.04% | +52.2% |
| Q2 2020 | $301,000 | -41.3% | 9,744 | -42.5% | 0.02% | -62.9% |
| Q1 2020 | $513,000 | +87.9% | 16,958 | +85.9% | 0.06% | +121.4% |
| Q3 2019 | $273,000 | -10.2% | 9,124 | -12.5% | 0.03% | -9.7% |
| Q2 2019 | $304,000 | +19.2% | 10,425 | +17.4% | 0.03% | +10.7% |
| Q1 2019 | $255,000 | +17.0% | 8,878 | +13.3% | 0.03% | +3.7% |
| Q4 2018 | $218,000 | +4.3% | 7,839 | +3.8% | 0.03% | +17.4% |
| Q3 2018 | $209,000 | – | 7,550 | – | 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% |