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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $214,021 | -79.7% | 8,436 | -77.8% | 0.02% | -82.6% |
| Q1 2022 | $1,056,000 | -73.7% | 38,005 | -72.0% | 0.09% | -70.2% |
| Q4 2021 | $4,014,000 | +67.3% | 135,516 | +68.6% | 0.29% | +41.0% |
| Q3 2021 | $2,399,000 | +61.5% | 80,354 | +62.4% | 0.20% | +56.5% |
| Q2 2021 | $1,485,000 | +0.9% | 49,482 | -0.4% | 0.13% | -16.0% |
| Q1 2021 | $1,472,000 | -19.8% | 49,656 | -16.7% | 0.16% | -38.3% |
| Q4 2020 | $1,836,000 | -10.8% | 59,638 | -10.7% | 0.25% | -49.5% |
| Q3 2020 | $2,058,000 | -3.4% | 66,802 | -3.2% | 0.50% | -23.3% |
| Q2 2020 | $2,130,000 | – | 69,022 | – | 0.65% | – |
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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% |