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 | $90,058 | -10.8% | 3,700 | -7.0% | 0.09% | -6.1% |
| Q2 2023 | $100,973 | -22.1% | 3,980 | -22.9% | 0.10% | 0.0% |
| Q4 2022 | $129,671 | -4.7% | 5,160 | +0.0% | 0.10% | -14.7% |
| Q2 2022 | $136,000 | -31.0% | 5,159 | -22.4% | 0.12% | +0.9% |
| Q4 2021 | $197,000 | -12.8% | 6,647 | -12.4% | 0.12% | -27.2% |
| Q3 2021 | $226,000 | -0.9% | 7,586 | 0.0% | 0.16% | -10.7% |
| Q2 2021 | $228,000 | +0.4% | 7,586 | -0.8% | 0.18% | -5.9% |
| Q1 2021 | $227,000 | -13.0% | 7,646 | -9.9% | 0.19% | -23.9% |
| Q3 2020 | $261,000 | -16.1% | 8,486 | -15.8% | 0.25% | +238.4% |
| Q2 2020 | $311,000 | – | 10,079 | – | 0.07% | – |
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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% |