SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 394 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $558 | +9.8% | 21,612 | +9.6% | 0.01% | -44.0% |
| Q1 2023 | $508 | -59.1% | 19,710 | -60.1% | 0.02% | -63.2% |
| Q4 2022 | $1,241 | -99.8% | 49,369 | +68.5% | 0.07% | +54.5% |
| Q3 2022 | $731,000 | +33.9% | 29,299 | +41.5% | 0.04% | +46.7% |
| Q2 2022 | $546,000 | +57.8% | 20,709 | +66.3% | 0.03% | +66.7% |
| Q1 2022 | $346,000 | +15.3% | 12,456 | +23.2% | 0.02% | +20.0% |
| Q4 2021 | $300,000 | -38.1% | 10,114 | -37.4% | 0.02% | -50.0% |
| Q2 2021 | $485,000 | +39.8% | 16,152 | +38.2% | 0.03% | +15.4% |
| Q1 2021 | $347,000 | +55.6% | 11,688 | +61.3% | 0.03% | -16.1% |
| Q3 2020 | $223,000 | -56.8% | 7,246 | -56.7% | 0.03% | -61.2% |
| Q2 2020 | $516,000 | +48.7% | 16,731 | +46.0% | 0.08% | +21.2% |
| Q1 2020 | $347,000 | -19.7% | 11,456 | -22.1% | 0.07% | -9.6% |
| Q4 2019 | $432,000 | +80.0% | 14,714 | +81.8% | 0.07% | +58.7% |
| Q3 2019 | $240,000 | -28.4% | 8,093 | -29.6% | 0.05% | -34.3% |
| Q2 2019 | $335,000 | -91.1% | 11,491 | -91.5% | 0.07% | -94.5% |
| Q4 2018 | $3,750,000 | +760.1% | 134,658 | +761.5% | 1.26% | +571.3% |
| Q2 2018 | $436,000 | – | 15,631 | – | 0.19% | – |
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% |