SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 351 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $925,269 | +13.7% | 36,471 | +15.5% | 0.14% | +11.9% |
| Q1 2023 | $814,010 | +2.6% | 31,563 | 0.0% | 0.13% | +0.8% |
| Q4 2022 | $793,178 | +0.8% | 31,563 | 0.0% | 0.12% | -6.7% |
| Q3 2022 | $787,000 | +8.4% | 31,563 | +14.5% | 0.13% | +12.6% |
| Q2 2022 | $726,000 | -5.2% | 27,569 | 0.0% | 0.12% | +11.2% |
| Q1 2022 | $766,000 | -6.2% | 27,569 | 0.0% | 0.11% | +9.2% |
| Q4 2021 | $817,000 | -0.7% | 27,569 | 0.0% | 0.10% | -8.4% |
| Q3 2021 | $823,000 | +13.2% | 27,569 | +13.8% | 0.11% | +10.3% |
| Q2 2021 | $727,000 | +1.1% | 24,236 | 0.0% | 0.10% | +4.3% |
| Q1 2021 | $719,000 | -3.6% | 24,236 | 0.0% | 0.09% | -17.0% |
| Q4 2020 | $746,000 | +46.0% | 24,236 | +46.2% | 0.11% | +20.4% |
| Q3 2020 | $511,000 | -0.2% | 16,578 | 0.0% | 0.09% | -22.5% |
| Q2 2020 | $512,000 | +2.2% | 16,578 | 0.0% | 0.12% | -44.2% |
| Q1 2020 | $501,000 | -82.3% | 16,578 | -83.4% | 0.22% | -78.0% |
| Q1 2019 | $2,837,000 | +1.8% | 100,118 | 0.0% | 0.98% | +1.1% |
| Q4 2018 | $2,788,000 | +0.5% | 100,118 | 0.0% | 0.96% | +17.7% |
| Q3 2018 | $2,774,000 | – | 100,118 | – | 0.82% | – |
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% |