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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,591,295 | +9.1% | 229,716 | +13.7% | 0.62% | +11.2% |
| Q2 2023 | $5,126,064 | -1.9% | 202,052 | -0.3% | 0.55% | -7.4% |
| Q1 2023 | $5,224,240 | +9.0% | 202,568 | +6.2% | 0.60% | +0.5% |
| Q4 2022 | $4,794,290 | +50.7% | 190,780 | +49.6% | 0.60% | +35.2% |
| Q3 2022 | $3,182,000 | +26.4% | 127,552 | +33.5% | 0.44% | +22.6% |
| Q2 2022 | $2,517,000 | +28.4% | 95,521 | +30.0% | 0.36% | +33.5% |
| Q1 2022 | $1,961,000 | +0.5% | 73,499 | +11.5% | 0.27% | +3.9% |
| Q4 2021 | $1,952,000 | +23.4% | 65,899 | +24.3% | 0.26% | +11.2% |
| Q3 2021 | $1,582,000 | -1.4% | 53,018 | +0.1% | 0.23% | -6.0% |
| Q2 2021 | $1,604,000 | +12.8% | 52,986 | +10.5% | 0.25% | +12.2% |
| Q1 2021 | $1,422,000 | -2.6% | 47,968 | +0.4% | 0.22% | -7.9% |
| Q4 2020 | $1,460,000 | -0.1% | 47,796 | +0.7% | 0.24% | -17.0% |
| Q3 2020 | $1,462,000 | -0.7% | 47,452 | +0.3% | 0.29% | -4.9% |
| Q2 2020 | $1,473,000 | -15.0% | 47,291 | -17.6% | 0.30% | -31.2% |
| Q1 2020 | $1,733,000 | -3.1% | 57,362 | -5.8% | 0.44% | +11.6% |
| Q4 2019 | $1,789,000 | -1.6% | 60,898 | -0.7% | 0.40% | -8.8% |
| Q3 2019 | $1,818,000 | +4.5% | 61,348 | +2.9% | 0.43% | 0.0% |
| Q2 2019 | $1,739,000 | +4.6% | 59,618 | +2.3% | 0.43% | -3.3% |
| Q1 2019 | $1,663,000 | +2.9% | 58,291 | +0.4% | 0.45% | -10.0% |
| Q4 2018 | $1,616,000 | – | 58,042 | – | 0.50% | – |
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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% |