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 | $49,347,200 | +488.9% | 2,066,466 | +500.9% | 2.43% | +282.8% |
| Q3 2022 | $8,380,000 | -7.1% | 343,869 | +0.4% | 0.63% | -19.4% |
| Q2 2022 | $9,023,000 | +52.3% | 342,422 | +60.6% | 0.79% | +53.4% |
| Q1 2022 | $5,926,000 | -1.4% | 213,231 | +5.1% | 0.51% | -8.2% |
| Q4 2021 | $6,008,000 | -1.9% | 202,825 | -1.1% | 0.56% | -20.1% |
| Q3 2021 | $6,122,000 | +0.4% | 205,099 | +1.0% | 0.70% | -16.3% |
| Q2 2021 | $6,096,000 | +0.6% | 203,126 | -0.6% | 0.84% | -21.8% |
| Q1 2021 | $6,061,000 | -6.9% | 204,403 | -3.3% | 1.07% | -29.6% |
| Q4 2020 | $6,507,000 | – | 211,344 | – | 1.52% | – |
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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% |