SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 355 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,370,000 | -6.3% | 121,282 | -0.1% | 0.23% | +2.2% |
| Q4 2021 | $3,595,000 | -8.3% | 121,379 | -7.5% | 0.22% | -18.0% |
| Q3 2021 | $3,919,000 | -0.9% | 131,287 | -0.4% | 0.27% | -4.6% |
| Q2 2021 | $3,955,000 | +1.1% | 131,796 | -0.1% | 0.28% | -12.6% |
| Q1 2021 | $3,912,000 | -4.2% | 131,955 | -0.5% | 0.33% | -16.6% |
| Q4 2020 | $4,085,000 | -4.3% | 132,668 | -4.2% | 0.39% | -18.4% |
| Q3 2020 | $4,268,000 | -5.9% | 138,532 | -5.8% | 0.48% | -18.0% |
| Q2 2020 | $4,538,000 | -34.8% | 147,048 | -36.2% | 0.58% | -47.7% |
| Q1 2020 | $6,961,000 | -15.1% | 230,342 | -17.4% | 1.12% | -6.7% |
| Q4 2019 | $8,195,000 | -0.2% | 278,943 | +0.7% | 1.20% | -10.3% |
| Q3 2019 | $8,213,000 | +1.5% | 277,093 | -0.1% | 1.33% | -3.5% |
| Q2 2019 | $8,091,000 | +3.6% | 277,358 | +1.4% | 1.38% | -3.4% |
| Q1 2019 | $7,808,000 | -63.7% | 273,581 | -64.6% | 1.43% | -70.7% |
| Q4 2018 | $21,536,000 | +804.5% | 773,271 | +800.1% | 4.88% | +709.3% |
| Q3 2018 | $2,381,000 | +2.1% | 85,912 | +2.8% | 0.60% | -4.7% |
| Q2 2018 | $2,331,000 | +2.1% | 83,575 | +3.1% | 0.63% | -2.9% |
| Q1 2018 | $2,282,000 | – | 81,041 | – | 0.65% | – |
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% |