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 2023 | $1,171,904 | +46.1% | 45,440 | +42.3% | 0.18% | +20.8% |
| Q4 2022 | $802,267 | -8.2% | 31,925 | -8.8% | 0.15% | -19.5% |
| Q3 2022 | $873,716 | +19.4% | 35,019 | +26.0% | 0.18% | +17.1% |
| Q2 2022 | $732,000 | -7.9% | 27,785 | -2.9% | 0.16% | +1.9% |
| Q1 2022 | $795,000 | -32.7% | 28,612 | -28.3% | 0.16% | -30.8% |
| Q4 2021 | $1,182,000 | +68.6% | 39,911 | +70.0% | 0.22% | +8.7% |
| Q3 2021 | $701,000 | -19.1% | 23,472 | -18.7% | 0.21% | -27.2% |
| Q2 2021 | $866,000 | -0.1% | 28,863 | -1.3% | 0.28% | -18.2% |
| Q1 2021 | $867,000 | -1.5% | 29,248 | +2.3% | 0.35% | -6.2% |
| Q4 2020 | $880,000 | +9.2% | 28,586 | +9.3% | 0.37% | -9.3% |
| Q3 2020 | $806,000 | -62.8% | 26,155 | -62.7% | 0.41% | -63.6% |
| Q2 2020 | $2,165,000 | -9.5% | 70,151 | -13.8% | 1.12% | -10.2% |
| Q1 2020 | $2,391,000 | 0.0% | 81,391 | 0.0% | 1.25% | +0.2% |
| Q4 2019 | $2,391,000 | +98.9% | 81,391 | +100.3% | 1.24% | +20633.3% |
| Q3 2019 | $1,202,000 | +118.5% | 40,637 | +115.2% | 0.01% | -97.7% |
| Q2 2019 | $550,000 | +52.8% | 18,887 | +48.8% | 0.26% | +60.6% |
| Q1 2019 | $360,000 | +94.6% | 12,693 | +94.3% | 0.16% | +77.4% |
| Q4 2018 | $185,000 | -84.1% | 6,533 | -84.4% | 0.09% | -85.0% |
| Q3 2018 | $1,160,000 | +0.1% | 41,868 | +0.8% | 0.62% | -7.9% |
| Q2 2018 | $1,159,000 | +29.2% | 41,553 | +30.5% | 0.67% | +44.9% |
| Q1 2018 | $897,000 | +3977.3% | 31,847 | +4079.4% | 0.46% | +3758.3% |
| Q4 2017 | $22,000 | – | 762 | – | 0.01% | – |
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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% |