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 | $1,215,564 | -83.6% | 49,941 | -81.8% | 0.66% | -84.3% |
| Q1 2022 | $7,406,000 | -5.3% | 274,514 | +4.0% | 4.24% | -1.0% |
| Q4 2021 | $7,820,000 | -24.8% | 264,020 | -24.7% | 4.28% | -24.9% |
| Q3 2021 | $10,395,000 | +1.3% | 350,708 | +3.4% | 5.71% | -2.7% |
| Q2 2021 | $10,263,000 | -19.0% | 339,149 | -19.9% | 5.86% | -21.4% |
| Q1 2021 | $12,666,000 | -20.4% | 423,603 | -18.7% | 7.46% | -25.3% |
| Q4 2020 | $15,915,000 | +6.5% | 520,937 | +6.5% | 9.98% | -4.7% |
| Q3 2020 | $14,945,000 | -9.4% | 489,193 | -7.5% | 10.47% | -10.7% |
| Q2 2020 | $16,501,000 | +3.9% | 528,878 | +1.6% | 11.73% | -8.4% |
| Q1 2020 | $15,877,000 | +11.7% | 520,371 | +8.1% | 12.81% | +25.5% |
| Q4 2019 | $14,217,000 | -18.5% | 481,458 | -18.6% | 10.20% | -28.2% |
| Q3 2019 | $17,444,000 | – | 591,512 | – | 14.21% | – |
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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% |