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 2022 | $433,000 | -58.1% | 17,829 | -54.3% | 0.09% | -61.3% |
| Q2 2022 | $1,033,000 | -97.5% | 39,032 | -97.4% | 0.24% | -97.4% |
| Q1 2022 | $41,777,000 | +57.7% | 1,503,310 | +68.0% | 8.91% | +43.0% |
| Q4 2021 | $26,497,000 | +6.9% | 894,581 | +7.7% | 6.23% | +3.5% |
| Q3 2021 | $24,787,000 | +10.4% | 830,374 | +10.9% | 6.02% | +4.8% |
| Q2 2021 | $22,461,000 | +23.1% | 748,458 | +21.6% | 5.74% | +6.9% |
| Q1 2021 | $18,244,000 | +8.7% | 615,321 | +12.9% | 5.37% | -0.8% |
| Q4 2020 | $16,778,000 | +19.8% | 544,911 | +19.9% | 5.42% | +28.1% |
| Q3 2020 | $14,004,000 | +6.6% | 454,513 | +6.8% | 4.23% | -3.6% |
| Q2 2020 | $13,134,000 | -20.6% | 425,596 | -22.2% | 4.39% | -33.6% |
| Q1 2020 | $16,534,000 | +1.1% | 547,108 | -1.8% | 6.60% | +20.0% |
| Q4 2019 | $16,361,000 | +12.5% | 556,870 | +13.5% | 5.50% | +1.0% |
| Q3 2019 | $14,546,000 | -3.4% | 490,744 | -4.9% | 5.45% | -9.9% |
| Q2 2019 | $15,060,000 | +0.5% | 516,291 | -1.6% | 6.05% | -8.9% |
| Q1 2019 | $14,980,000 | +0.1% | 524,870 | -2.3% | 6.64% | -13.6% |
| Q4 2018 | $14,968,000 | – | 537,441 | – | 7.69% | – |
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% |