SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 355 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,721,101 | -3.9% | 440,473 | +0.2% | 2.44% | -3.0% |
| Q2 2023 | $11,151,361 | +2.0% | 439,549 | +3.6% | 2.52% | -3.9% |
| Q1 2023 | $10,936,811 | +6.3% | 424,072 | +3.6% | 2.62% | +0.3% |
| Q4 2022 | $10,284,070 | -11.1% | 409,235 | -11.8% | 2.61% | -11.8% |
| Q3 2022 | $11,573,000 | -9.0% | 463,846 | -3.9% | 2.96% | -8.0% |
| Q2 2022 | $12,714,000 | -0.9% | 482,489 | +4.5% | 3.22% | +8.1% |
| Q1 2022 | $12,832,000 | -1.7% | 461,766 | +4.8% | 2.98% | +1.7% |
| Q4 2021 | $13,051,000 | +7.9% | 440,630 | +8.7% | 2.92% | -1.1% |
| Q3 2021 | $12,096,000 | +13.9% | 405,231 | +14.5% | 2.96% | +10.2% |
| Q2 2021 | $10,622,000 | +4.5% | 353,939 | +3.2% | 2.69% | -6.1% |
| Q1 2021 | $10,165,000 | -0.7% | 342,837 | +3.1% | 2.86% | -10.6% |
| Q4 2020 | $10,234,000 | +0.2% | 332,380 | +0.2% | 3.20% | -10.8% |
| Q3 2020 | $10,218,000 | +1.6% | 331,646 | +1.8% | 3.59% | -6.3% |
| Q2 2020 | $10,057,000 | -4.2% | 325,893 | -5.1% | 3.83% | -14.6% |
| Q1 2020 | $10,500,000 | -0.7% | 343,490 | -2.8% | 4.48% | -0.9% |
| Q4 2019 | $10,577,000 | – | 353,503 | – | 4.53% | – |
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% |