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 | $2,242,300 | -3.0% | 92,124 | +1.1% | 0.62% | +2.3% |
| Q2 2023 | $2,311,384 | +19.4% | 91,107 | +21.3% | 0.61% | +13.8% |
| Q1 2023 | $1,936,415 | +19.3% | 75,084 | +16.3% | 0.54% | +12.3% |
| Q4 2022 | $1,622,996 | +5.9% | 64,584 | +5.2% | 0.48% | -6.1% |
| Q3 2022 | $1,532,000 | +14.3% | 61,413 | +20.8% | 0.51% | +16.2% |
| Q2 2022 | $1,340,000 | -7.9% | 50,842 | -2.9% | 0.44% | -4.4% |
| Q1 2022 | $1,455,000 | -9.0% | 52,371 | -3.0% | 0.46% | -10.7% |
| Q4 2021 | $1,599,000 | +3.8% | 53,991 | +4.7% | 0.51% | -6.4% |
| Q3 2021 | $1,540,000 | – | 51,588 | – | 0.55% | – |
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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% |