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 | $330,489 | -29.3% | 13,578 | -26.3% | 0.25% | -10.9% |
Q2 2023 | $467,138 | +4.1% | 18,413 | +5.8% | 0.28% | -3.2% |
Q1 2023 | $448,901 | +114124.2% | 17,406 | +11.2% | 0.28% | +16.8% |
Q4 2022 | $393 | -99.9% | 15,657 | +6.1% | 0.24% | +0.8% |
Q3 2022 | $368,000 | +18.3% | 14,756 | +25.2% | 0.24% | +39.1% |
Q2 2022 | $311,000 | +3.0% | 11,790 | +8.6% | 0.17% | +12.3% |
Q1 2022 | $302,000 | -14.0% | 10,856 | -8.3% | 0.16% | -14.4% |
Q4 2021 | $351,000 | -1.4% | 11,842 | -0.8% | 0.18% | -13.0% |
Q3 2021 | $356,000 | -1.9% | 11,932 | -1.4% | 0.21% | -11.5% |
Q2 2021 | $363,000 | +3.7% | 12,098 | +2.6% | 0.24% | -2.5% |
Q1 2021 | $350,000 | -2.5% | 11,788 | +1.1% | 0.24% | -12.4% |
Q4 2020 | $359,000 | +2.9% | 11,661 | +2.9% | 0.28% | -9.5% |
Q3 2020 | $349,000 | -0.3% | 11,327 | -0.3% | 0.30% | -7.9% |
Q2 2020 | $350,000 | +8.0% | 11,356 | +6.0% | 0.33% | -5.4% |
Q1 2020 | $324,000 | +9.8% | 10,710 | +6.7% | 0.35% | +32.7% |
Q4 2019 | $295,000 | – | 10,037 | – | 0.26% | – |
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% |