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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,503,468 | -0.7% | 1,581,898 | +3.5% | 1.60% | -1.8% |
| Q2 2023 | $38,772,106 | +15.2% | 1,528,251 | +17.1% | 1.62% | +3.5% |
| Q1 2023 | $33,670,659 | -0.1% | 1,305,553 | -2.6% | 1.57% | -8.8% |
| Q4 2022 | $33,695,638 | +6.8% | 1,340,835 | +6.1% | 1.72% | -2.5% |
| Q3 2022 | $31,545,000 | +243.6% | 1,264,317 | +262.9% | 1.77% | +249.7% |
| Q2 2022 | $9,180,000 | -7.2% | 348,382 | -1.9% | 0.50% | -12.5% |
| Q1 2022 | $9,888,000 | +48.4% | 355,108 | +57.9% | 0.58% | +40.0% |
| Q4 2021 | $6,664,000 | +4.2% | 224,880 | +4.9% | 0.41% | -6.6% |
| Q3 2021 | $6,397,000 | +28.2% | 214,326 | +28.8% | 0.44% | +19.5% |
| Q2 2021 | $4,989,000 | +28.0% | 166,391 | +26.6% | 0.37% | -1.6% |
| Q1 2021 | $3,897,000 | +289.7% | 131,435 | +304.7% | 0.38% | +264.1% |
| Q4 2020 | $1,000,000 | +24.1% | 32,475 | +24.0% | 0.10% | +4.0% |
| Q3 2020 | $806,000 | +18.0% | 26,186 | +18.2% | 0.10% | -11.6% |
| Q2 2020 | $683,000 | +158.7% | 22,156 | +149.0% | 0.11% | +75.0% |
| Q3 2019 | $264,000 | – | 8,899 | – | 0.06% | – |
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% |