SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 334 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,299 | -58.8% | 11,516 | -30.8% | 0.00% | -50.0% |
| Q2 2023 | $680,488 | +4190.3% | 16,646 | +2606.7% | 0.00% | – |
| Q1 2023 | $15,861 | +2.6% | 615 | 0.0% | 0.00% | – |
| Q4 2022 | $15,455 | -85.0% | 615 | -85.1% | 0.00% | -100.0% |
| Q3 2022 | $103,000 | -93.1% | 4,127 | -92.7% | 0.00% | -90.9% |
| Q2 2022 | $1,496,000 | +79.4% | 56,774 | +89.3% | 0.01% | +57.1% |
| Q1 2022 | $834,000 | +110.6% | 29,996 | +124.2% | 0.01% | +133.3% |
| Q4 2021 | $396,000 | -97.9% | 13,380 | -97.9% | 0.00% | -98.8% |
| Q3 2021 | $19,275,000 | -17.3% | 645,713 | -16.8% | 0.24% | -9.0% |
| Q2 2021 | $23,301,000 | +1078.0% | 776,449 | +1063.7% | 0.27% | +758.1% |
| Q1 2021 | $1,978,000 | -93.7% | 66,724 | -93.5% | 0.03% | -93.1% |
| Q4 2020 | $31,585,000 | +14.8% | 1,025,836 | +14.9% | 0.45% | +14.2% |
| Q3 2020 | $27,517,000 | +19.3% | 893,126 | +19.5% | 0.39% | +16.3% |
| Q2 2020 | $23,059,000 | +21.3% | 747,219 | +18.8% | 0.34% | -56.7% |
| Q1 2020 | $19,004,000 | +11.6% | 628,848 | +8.5% | 0.78% | +46.3% |
| Q4 2019 | $17,024,000 | – | 579,450 | – | 0.53% | – |
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% |