SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 299 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,410,504 | -5.6% | 509,881 | -1.6% | 4.67% | -3.9% |
| Q2 2023 | $13,146,303 | -2.7% | 518,183 | -1.1% | 4.86% | -6.9% |
| Q1 2023 | $13,506,249 | +2.4% | 523,701 | -0.3% | 5.21% | -5.5% |
| Q4 2022 | $13,195,235 | -3.4% | 525,079 | -4.1% | 5.52% | -11.5% |
| Q3 2022 | $13,666,000 | -11.6% | 547,719 | -6.7% | 6.24% | -8.2% |
| Q2 2022 | $15,461,000 | -39.5% | 586,764 | -36.2% | 6.79% | -32.2% |
| Q1 2022 | $25,544,000 | -7.8% | 919,165 | -1.7% | 10.02% | -5.2% |
| Q4 2021 | $27,704,000 | -2.0% | 935,326 | -1.2% | 10.57% | -16.2% |
| Q3 2021 | $28,268,000 | -0.7% | 946,985 | +0.4% | 12.62% | -3.0% |
| Q2 2021 | $28,470,000 | +0.9% | 943,657 | -0.9% | 13.01% | -9.6% |
| Q1 2021 | $28,226,000 | -3.5% | 951,970 | +0.3% | 14.39% | -8.0% |
| Q4 2020 | $29,238,000 | -1.0% | 949,595 | -1.1% | 15.64% | -9.0% |
| Q3 2020 | $29,525,000 | -0.8% | 959,851 | -0.2% | 17.18% | -9.8% |
| Q2 2020 | $29,778,000 | +2.4% | 961,836 | -0.0% | 19.06% | -14.8% |
| Q1 2020 | $29,077,000 | -3.2% | 962,183 | -5.4% | 22.36% | +4.6% |
| Q4 2019 | $30,027,000 | – | 1,016,837 | – | 21.37% | – |
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% |