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 | $897,241 | -93.0% | 36,862 | -92.7% | 0.08% | -93.4% |
| Q2 2023 | $12,809,777 | -4.9% | 504,918 | -3.4% | 1.14% | -9.8% |
| Q1 2023 | $13,475,982 | +108053.9% | 522,527 | +5.4% | 1.26% | +1.5% |
| Q4 2022 | $12,460 | -99.9% | 495,848 | -0.7% | 1.24% | +9.5% |
| Q3 2022 | $12,460,000 | +128.1% | 499,417 | +140.9% | 1.13% | +95.3% |
| Q2 2022 | $5,463,000 | -0.9% | 207,337 | +4.5% | 0.58% | +4.3% |
| Q1 2022 | $5,512,000 | -17.2% | 198,358 | -11.8% | 0.56% | -14.3% |
| Q4 2021 | $6,659,000 | +2.3% | 224,821 | +3.1% | 0.65% | -7.4% |
| Q3 2021 | $6,509,000 | +7.8% | 218,078 | +8.4% | 0.70% | +4.3% |
| Q2 2021 | $6,039,000 | +463.3% | 201,239 | +456.4% | 0.67% | +401.5% |
| Q1 2021 | $1,072,000 | +143.1% | 36,171 | +152.1% | 0.13% | +119.7% |
| Q4 2020 | $441,000 | +83.0% | 14,348 | +82.7% | 0.06% | +56.4% |
| Q3 2020 | $241,000 | – | 7,852 | – | 0.04% | – |
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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% |