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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $418,794 | -37.0% | 17,206 | -34.4% | 0.17% | -36.4% |
| Q2 2023 | $665,252 | -2.2% | 26,222 | +0.3% | 0.27% | -12.1% |
| Q1 2023 | $680,318 | +3.6% | 26,156 | +0.1% | 0.31% | +6.6% |
| Q4 2022 | $656,647 | -3.9% | 26,130 | +0.8% | 0.29% | -10.0% |
| Q2 2022 | $683,000 | +1.8% | 25,915 | +7.3% | 0.32% | +13.1% |
| Q1 2022 | $671,000 | -4.3% | 24,163 | +2.0% | 0.28% | -5.7% |
| Q4 2021 | $701,000 | +1.0% | 23,681 | +1.9% | 0.30% | -7.1% |
| Q3 2021 | $694,000 | +2.5% | 23,245 | +3.1% | 0.32% | +0.3% |
| Q2 2021 | $677,000 | +10.8% | 22,548 | +9.4% | 0.32% | -1.5% |
| Q1 2021 | $611,000 | -2.9% | 20,603 | +0.9% | 0.33% | -14.7% |
| Q4 2020 | $629,000 | +13.7% | 20,423 | +13.7% | 0.38% | +1.9% |
| Q3 2020 | $553,000 | -0.2% | 17,964 | 0.0% | 0.38% | -7.2% |
| Q2 2020 | $554,000 | -37.8% | 17,964 | -39.0% | 0.40% | -54.8% |
| Q1 2020 | $890,000 | +10.4% | 29,456 | +7.4% | 0.89% | +44.0% |
| Q4 2019 | $806,000 | +2.9% | 27,425 | +3.8% | 0.62% | -1.9% |
| Q3 2019 | $783,000 | +1.0% | 26,418 | -0.5% | 0.63% | +0.6% |
| Q2 2019 | $775,000 | – | 26,561 | – | 0.63% | – |
Download | ||||||
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% |