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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $214,311 | -1.1% | 8,326 | 0.0% | 0.04% | -12.0% |
| Q4 2022 | $216,726 | +4.2% | 8,326 | 0.0% | 0.05% | -9.1% |
| Q3 2022 | $208,000 | -8.4% | 8,326 | -3.5% | 0.06% | +14.6% |
| Q2 2022 | $227,000 | -15.6% | 8,629 | -10.9% | 0.05% | 0.0% |
| Q1 2022 | $269,000 | -40.2% | 9,685 | -36.2% | 0.05% | -39.2% |
| Q4 2021 | $450,000 | -4.9% | 15,187 | -4.1% | 0.08% | -9.2% |
| Q3 2021 | $473,000 | -18.0% | 15,842 | -17.5% | 0.09% | -37.0% |
| Q2 2021 | $577,000 | -2.4% | 19,192 | -3.2% | 0.14% | -8.0% |
| Q1 2021 | $591,000 | – | 19,826 | – | 0.15% | – |
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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% |