SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 394 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,467,169 | +0.6% | 512,209 | +4.8% | 2.06% | +2.6% |
| Q2 2023 | $12,395,810 | +4.8% | 488,601 | +6.5% | 2.00% | +1.8% |
| Q1 2023 | $11,831,319 | +10.4% | 458,756 | +7.6% | 1.97% | +3.3% |
| Q4 2022 | $10,713,775 | +31.1% | 426,334 | +30.1% | 1.90% | +25.9% |
| Q3 2022 | $8,175,000 | -0.1% | 327,638 | +5.5% | 1.51% | +2.7% |
| Q2 2022 | $8,186,000 | -14.3% | 310,670 | -9.6% | 1.47% | -15.4% |
| Q1 2022 | $9,547,000 | -15.3% | 343,549 | -9.7% | 1.74% | -21.0% |
| Q4 2021 | $11,269,000 | +10.3% | 380,455 | +11.2% | 2.20% | -2.5% |
| Q3 2021 | $10,214,000 | +5.7% | 342,163 | +6.2% | 2.26% | +0.4% |
| Q2 2021 | $9,665,000 | +3.3% | 322,056 | +2.1% | 2.25% | -6.3% |
| Q1 2021 | $9,356,000 | -13.0% | 315,540 | -9.7% | 2.40% | -6.7% |
| Q4 2020 | $10,755,000 | +9.7% | 349,316 | +9.8% | 2.57% | -20.6% |
| Q3 2020 | $9,802,000 | +40.4% | 318,138 | +40.7% | 3.24% | +42.8% |
| Q2 2020 | $6,979,000 | -5.8% | 226,157 | -7.8% | 2.27% | -35.6% |
| Q1 2020 | $7,411,000 | -3.1% | 245,278 | -5.8% | 3.52% | -2.2% |
| Q4 2019 | $7,652,000 | -6.0% | 260,474 | -13.9% | 3.60% | -18.8% |
| Q3 2019 | $8,137,000 | +8.6% | 302,435 | +17.8% | 4.43% | -2.0% |
| Q2 2019 | $7,490,000 | +4.5% | 256,761 | +2.2% | 4.52% | -6.0% |
| Q1 2019 | $7,167,000 | -17.3% | 251,128 | -19.3% | 4.81% | -13.2% |
| Q4 2018 | $8,663,000 | +22.8% | 311,079 | +22.2% | 5.54% | -14.1% |
| Q3 2018 | $7,054,000 | +8.1% | 254,563 | +8.8% | 6.45% | +1.8% |
| Q2 2018 | $6,525,000 | +4.7% | 233,962 | +5.7% | 6.34% | -1.1% |
| Q1 2018 | $6,231,000 | +767.8% | 221,262 | +785.4% | 6.41% | +338.1% |
| Q4 2017 | $718,000 | – | 24,990 | – | 1.46% | – |
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% |