SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 169 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $20,962,000 | +3.2% | 713,466 | +4.2% | 5.19% | -5.5% |
| Q3 2019 | $20,303,000 | -21.0% | 685,003 | -22.5% | 5.49% | +26.5% |
| Q2 2019 | $25,705,000 | +601.6% | 883,972 | +588.6% | 4.34% | +177.7% |
| Q1 2019 | $3,664,000 | +10.9% | 128,380 | +8.2% | 1.56% | -37.3% |
| Q4 2018 | $3,304,000 | +34.1% | 118,635 | +33.4% | 2.49% | +178.5% |
| Q3 2018 | $2,464,000 | -2.6% | 88,919 | -1.9% | 0.90% | -8.0% |
| Q2 2018 | $2,529,000 | -3.1% | 90,671 | -2.2% | 0.97% | +23.9% |
| Q1 2018 | $2,610,000 | – | 92,685 | – | 0.78% | – |
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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% |