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 | $3,690,601 | -2.0% | 151,627 | +2.2% | 1.44% | +1.8% |
| Q2 2023 | $3,765,415 | +0.4% | 148,420 | +2.1% | 1.42% | -1.7% |
| Q1 2023 | $3,749,943 | -67.4% | 145,403 | -68.2% | 1.44% | -68.9% |
| Q4 2022 | $11,498,734 | +3.8% | 457,570 | +3.0% | 4.63% | -3.5% |
| Q3 2022 | $11,079,000 | +88.1% | 444,030 | +98.6% | 4.80% | +93.8% |
| Q2 2022 | $5,891,000 | -8.5% | 223,560 | -3.5% | 2.48% | +4.3% |
| Q1 2022 | $6,440,000 | -51.7% | 231,736 | -48.5% | 2.37% | -50.4% |
| Q4 2021 | $13,320,000 | +4.0% | 449,684 | +4.8% | 4.79% | -1.3% |
| Q3 2021 | $12,806,000 | -1.3% | 429,007 | -0.8% | 4.85% | -0.3% |
| Q2 2021 | $12,981,000 | -46.5% | 432,557 | -47.2% | 4.86% | -49.0% |
| Q1 2021 | $24,272,000 | -24.7% | 818,622 | -21.8% | 9.54% | -27.3% |
| Q4 2020 | $32,218,000 | +2.7% | 1,046,363 | +2.6% | 13.12% | -16.4% |
| Q3 2020 | $31,370,000 | +23.2% | 1,019,823 | +23.6% | 15.70% | +11.2% |
| Q2 2020 | $25,455,000 | +5.8% | 824,840 | +3.6% | 14.11% | -9.7% |
| Q1 2020 | $24,051,000 | +66.6% | 795,880 | +62.0% | 15.63% | +72.4% |
| Q4 2019 | $14,435,000 | – | 491,320 | – | 9.07% | – |
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% |