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 | $3,049,762 | -8.7% | 125,298 | -4.8% | 0.01% | -7.7% |
| Q2 2023 | $3,340,463 | +134163.0% | 131,669 | +36.5% | 0.01% | +18.2% |
| Q1 2023 | $2,488 | -16.7% | 96,478 | -18.8% | 0.01% | -26.7% |
| Q4 2022 | $2,987 | -99.9% | 118,877 | +13.0% | 0.02% | +7.1% |
| Q3 2022 | $2,625,000 | +1.8% | 105,222 | +7.5% | 0.01% | 0.0% |
| Q2 2022 | $2,579,000 | -6.4% | 97,879 | -1.3% | 0.01% | +7.7% |
| Q1 2022 | $2,756,000 | +42.1% | 99,178 | +51.4% | 0.01% | +44.4% |
| Q4 2021 | $1,940,000 | +13757.1% | 65,498 | +12999.6% | 0.01% | – |
| Q3 2021 | $14,000 | 0.0% | 500 | +0.4% | 0.00% | – |
| Q2 2021 | $14,000 | +75.0% | 498 | +76.0% | 0.00% | – |
| Q1 2021 | $8,000 | 0.0% | 283 | +0.4% | 0.00% | – |
| Q4 2020 | $8,000 | 0.0% | 282 | +0.7% | 0.00% | – |
| Q3 2020 | $8,000 | – | 280 | – | 0.00% | – |
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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% |