SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 350 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $4,189,000 | -4.0% | 141,283 | -0.3% | 1.96% | -9.5% |
| Q4 2020 | $4,363,000 | -3.2% | 141,690 | -3.1% | 2.16% | -18.2% |
| Q3 2020 | $4,507,000 | +24.1% | 146,279 | +24.3% | 2.64% | +18.0% |
| Q2 2020 | $3,633,000 | +35.1% | 117,724 | +32.3% | 2.24% | +8.9% |
| Q1 2020 | $2,689,000 | +2.1% | 88,974 | -0.7% | 2.06% | +38.6% |
| Q4 2019 | $2,633,000 | +109.6% | 89,616 | +111.4% | 1.48% | +120.0% |
| Q3 2019 | $1,256,000 | – | 42,389 | – | 0.67% | – |
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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% |