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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $388,000 | -33.2% | 13,113 | -32.6% | 0.11% | -41.6% |
| Q3 2021 | $581,000 | +0.5% | 19,467 | +1.1% | 0.19% | -1.6% |
| Q2 2021 | $578,000 | -28.8% | 19,254 | -29.7% | 0.19% | -37.9% |
| Q1 2021 | $812,000 | -14.2% | 27,371 | -11.0% | 0.31% | -38.2% |
| Q4 2020 | $946,000 | +8.6% | 30,740 | +8.8% | 0.50% | -7.0% |
| Q3 2020 | $871,000 | +8.2% | 28,259 | +8.3% | 0.54% | -6.9% |
| Q2 2020 | $805,000 | +2.7% | 26,100 | +0.6% | 0.58% | -18.3% |
| Q1 2020 | $784,000 | +59.3% | 25,933 | +56.2% | 0.71% | +122.2% |
| Q4 2019 | $492,000 | +31.2% | 16,600 | +31.1% | 0.32% | +25.5% |
| Q3 2019 | $375,000 | +1.9% | 12,664 | +0.4% | 0.26% | +8.1% |
| Q2 2019 | $368,000 | +4.2% | 12,619 | +2.1% | 0.24% | +1.3% |
| Q1 2019 | $353,000 | +4312.5% | 12,362 | +4444.9% | 0.23% | +3783.3% |
| Q2 2018 | $8,000 | – | 272 | – | 0.01% | – |
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% |