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 | $426,266 | -2.2% | 17,513 | +2.0% | 0.22% | -2.7% |
| Q2 2023 | $435,679 | -21.5% | 17,173 | -20.2% | 0.22% | -25.2% |
| Q1 2023 | $554,800 | +17.3% | 21,512 | +14.3% | 0.30% | +10.3% |
| Q4 2022 | $472,952 | -3.9% | 18,820 | -4.6% | 0.27% | -12.2% |
| Q3 2022 | $492,343 | -7.1% | 19,733 | -1.9% | 0.31% | -8.0% |
| Q2 2022 | $530,009 | -50.5% | 20,114 | -47.8% | 0.34% | -43.6% |
| Q1 2022 | $1,071,500 | – | 38,557 | – | 0.60% | – |
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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% |