SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 334 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $7,384,000 | +2.1% | 249,296 | +2.9% | 1.09% | -9.1% |
| Q3 2021 | $7,234,000 | -1.7% | 242,344 | -1.2% | 1.20% | -4.1% |
| Q2 2021 | $7,358,000 | +0.9% | 245,193 | -0.3% | 1.25% | -9.6% |
| Q1 2021 | $7,290,000 | -13.5% | 245,856 | -10.2% | 1.38% | -20.0% |
| Q4 2020 | $8,428,000 | -2.8% | 273,740 | -2.7% | 1.72% | -16.1% |
| Q3 2020 | $8,667,000 | -0.5% | 281,297 | -0.3% | 2.06% | -9.1% |
| Q2 2020 | $8,709,000 | – | 282,221 | – | 2.26% | – |
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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% |