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 | $537,378 | -5.9% | 22,078 | -2.0% | 0.04% | -8.2% |
| Q2 2023 | $571,359 | +7.1% | 22,521 | +8.8% | 0.05% | -2.0% |
| Q1 2023 | $533,618 | +94.7% | 20,691 | +89.8% | 0.05% | +78.6% |
| Q4 2022 | $274,002 | -48.9% | 10,903 | -49.3% | 0.03% | -9.7% |
| Q3 2022 | $536,000 | -2.4% | 21,516 | +3.3% | 0.03% | -3.1% |
| Q2 2022 | $549,000 | -18.1% | 20,828 | -13.6% | 0.03% | -3.0% |
| Q1 2022 | $670,000 | +43.5% | 24,097 | +52.6% | 0.03% | -28.3% |
| Q4 2021 | $467,000 | -13.5% | 15,787 | -11.9% | 0.05% | -17.9% |
| Q2 2021 | $540,000 | -46.7% | 17,911 | -47.6% | 0.06% | -58.8% |
| Q1 2021 | $1,014,000 | -31.3% | 34,197 | -28.7% | 0.14% | -37.3% |
| Q4 2020 | $1,477,000 | +33.8% | 47,980 | +33.9% | 0.22% | +20.6% |
| Q3 2020 | $1,104,000 | +41.2% | 35,827 | +41.3% | 0.18% | +26.8% |
| Q2 2020 | $782,000 | – | 25,350 | – | 0.14% | – |
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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% |