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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $205,000 | -25.5% | 7,365 | -20.8% | 0.01% | -28.6% |
Q4 2021 | $275,000 | -10.1% | 9,301 | -9.3% | 0.01% | -22.2% |
Q3 2021 | $306,000 | -1.6% | 10,257 | -1.1% | 0.01% | -18.2% |
Q2 2021 | $311,000 | +9.1% | 10,372 | +8.0% | 0.01% | -21.4% |
Q1 2021 | $285,000 | -82.4% | 9,600 | -81.7% | 0.01% | -88.3% |
Q4 2020 | $1,616,000 | +233.2% | 52,474 | +233.4% | 0.12% | +172.7% |
Q3 2020 | $485,000 | +7.5% | 15,738 | +7.8% | 0.04% | -35.3% |
Q2 2020 | $451,000 | +4.4% | 14,601 | +3.2% | 0.07% | -45.2% |
Q1 2020 | $432,000 | +11.3% | 14,144 | +7.2% | 0.12% | -25.3% |
Q4 2019 | $388,000 | – | 13,197 | – | 0.17% | – |
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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% |