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 2023 | $326,966 | -4.9% | 12,678 | -7.3% | 0.04% | -10.9% |
| Q4 2022 | $343,804 | -22.7% | 13,681 | -23.4% | 0.05% | -31.3% |
| Q3 2022 | $445,000 | -5.5% | 17,854 | -0.2% | 0.07% | -5.6% |
| Q2 2022 | $471,000 | -4.5% | 17,887 | +0.9% | 0.07% | +4.4% |
| Q1 2022 | $493,000 | -6.1% | 17,725 | 0.0% | 0.07% | -6.8% |
| Q4 2021 | $525,000 | -1.5% | 17,725 | -0.8% | 0.07% | -13.1% |
| Q3 2021 | $533,000 | -0.9% | 17,867 | -0.4% | 0.08% | -3.4% |
| Q2 2021 | $538,000 | +73.0% | 17,931 | +70.8% | 0.09% | +70.6% |
| Q1 2021 | $311,000 | – | 10,496 | – | 0.05% | – |
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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% |