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 | $20,045,694 | -2.9% | 823,570 | +1.2% | 2.96% | +0.9% |
| Q2 2023 | $20,650,064 | +0.3% | 813,956 | +2.0% | 2.93% | -4.5% |
| Q1 2023 | $20,587,512 | +6.2% | 798,275 | +3.5% | 3.07% | +1.1% |
| Q4 2022 | $19,383,221 | -7.9% | 771,318 | +1.8% | 3.04% | -3.2% |
| Q1 2022 | $21,052,000 | +2.4% | 757,534 | +9.2% | 3.14% | +1.6% |
| Q4 2021 | $20,552,000 | -1.7% | 693,861 | -1.0% | 3.09% | -5.2% |
| Q3 2021 | $20,916,000 | +2.3% | 700,703 | +2.9% | 3.26% | +3.6% |
| Q2 2021 | $20,443,000 | -21.3% | 681,203 | -22.3% | 3.14% | -24.7% |
| Q1 2021 | $25,979,000 | +5.2% | 876,198 | +9.2% | 4.17% | +4.6% |
| Q4 2020 | $24,700,000 | +3.2% | 802,196 | +3.2% | 3.99% | -12.9% |
| Q3 2020 | $23,943,000 | -0.2% | 777,119 | -13.0% | 4.58% | -3.6% |
| Q2 2020 | $23,993,000 | +6.3% | 893,582 | +19.7% | 4.75% | -12.3% |
| Q1 2020 | $22,561,000 | +37.5% | 746,549 | +33.7% | 5.41% | +72.6% |
| Q4 2019 | $16,407,000 | – | 558,452 | – | 3.14% | – |
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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% |