SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 289 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2019 | $1,323,000 | -54.1% | 44,641 | -54.8% | 0.86% | -48.6% |
Q2 2019 | $2,881,000 | +59.9% | 98,755 | +56.4% | 1.66% | +49.7% |
Q1 2019 | $1,802,000 | +39.5% | 63,136 | +36.1% | 1.11% | -5.2% |
Q4 2018 | $1,292,000 | +47.8% | 46,396 | +47.0% | 1.17% | +123.2% |
Q3 2018 | $874,000 | +41.4% | 31,557 | +42.3% | 0.52% | +4.4% |
Q2 2018 | $618,000 | – | 22,184 | – | 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% |