SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 392 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,174,574 | -1.4% | 705,611 | +2.8% | 7.82% | +1.2% |
| Q2 2023 | $17,416,271 | +2.5% | 686,491 | +4.2% | 7.73% | -6.8% |
| Q1 2023 | $16,990,488 | +6.5% | 658,801 | +3.8% | 8.29% | +1.2% |
| Q4 2022 | $15,953,785 | +3.9% | 634,850 | +3.2% | 8.19% | -4.4% |
| Q3 2022 | $15,351,000 | +7.5% | 615,274 | +13.5% | 8.57% | +10.3% |
| Q2 2022 | $14,280,000 | +199.7% | 541,926 | +216.2% | 7.77% | +217.9% |
| Q1 2022 | $4,764,000 | +52.3% | 171,413 | +62.3% | 2.44% | +61.0% |
| Q4 2021 | $3,128,000 | +1117.1% | 105,592 | +1125.4% | 1.52% | +825.6% |
| Q3 2021 | $257,000 | – | 8,617 | – | 0.16% | – |
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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% |