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 | $345,750 | -33.4% | 14,205 | -30.6% | 0.18% | -23.9% |
| Q2 2023 | $519,425 | -80.3% | 20,474 | -79.9% | 0.23% | -64.7% |
| Q1 2023 | $2,635,046 | +911.3% | 102,015 | +883.9% | 0.66% | +425.4% |
| Q4 2022 | $260,548 | -22.7% | 10,368 | -23.2% | 0.13% | -44.7% |
| Q3 2022 | $337,000 | -95.8% | 13,498 | -95.6% | 0.23% | -69.3% |
| Q2 2022 | $8,002,000 | +241.4% | 303,712 | +260.1% | 0.74% | +5.4% |
| Q1 2022 | $2,344,000 | -61.9% | 84,331 | -59.4% | 0.70% | +47.3% |
| Q4 2021 | $6,150,000 | +258.4% | 207,592 | +261.3% | 0.48% | -8.3% |
| Q3 2021 | $1,716,000 | -61.1% | 57,457 | -60.9% | 0.52% | +13.3% |
| Q2 2021 | $4,407,000 | – | 146,841 | – | 0.46% | – |
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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% |