SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 9 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,463,597 | -16.0% | 144,076 | -12.7% | 0.38% | -15.0% |
| Q2 2023 | $4,123,080 | -10.5% | 165,121 | -6.9% | 0.45% | -14.9% |
| Q1 2023 | $4,606,178 | -4.4% | 177,297 | -5.2% | 0.53% | -16.6% |
| Q4 2022 | $4,817,209 | -6.0% | 187,003 | -9.7% | 0.64% | -23.7% |
| Q3 2022 | $5,122,000 | -19.0% | 207,192 | -13.7% | 0.84% | -11.1% |
| Q2 2022 | $6,327,000 | -12.2% | 240,216 | -9.5% | 0.94% | -0.1% |
| Q1 2022 | $7,203,000 | -11.4% | 265,304 | -3.4% | 0.94% | -6.0% |
| Q4 2021 | $8,132,000 | -4.4% | 274,544 | -3.6% | 1.00% | -7.3% |
| Q3 2021 | $8,502,000 | -9.1% | 284,823 | -8.6% | 1.08% | -11.6% |
| Q2 2021 | $9,352,000 | -5.4% | 311,639 | -6.5% | 1.22% | -12.0% |
| Q1 2021 | $9,884,000 | -13.9% | 333,358 | -10.6% | 1.39% | -13.9% |
| Q4 2020 | $11,486,000 | -5.7% | 373,052 | -5.6% | 1.61% | -14.9% |
| Q3 2020 | $12,176,000 | -15.5% | 395,183 | -15.4% | 1.89% | -14.5% |
| Q2 2020 | $14,412,000 | -46.2% | 467,005 | -47.4% | 2.21% | -53.1% |
| Q1 2020 | $26,808,000 | -30.8% | 887,110 | -32.7% | 4.72% | -22.4% |
| Q4 2019 | $38,738,000 | -30.2% | 1,318,515 | -29.5% | 6.09% | -27.7% |
| Q3 2019 | $55,467,000 | -7.8% | 1,871,351 | -9.2% | 8.41% | -8.4% |
| Q2 2019 | $60,136,000 | +17.2% | 2,061,554 | +14.6% | 9.18% | +5.4% |
| Q1 2019 | $51,329,000 | – | 1,798,480 | – | 8.71% | – |
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% |