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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $5,296,000 | +86.5% | 201,003 | +96.8% | 1.30% | +120.5% |
| Q1 2022 | $2,839,000 | -4.3% | 102,159 | +2.7% | 0.59% | -10.3% |
| Q3 2021 | $2,968,000 | +28.6% | 99,426 | +29.3% | 0.66% | +20.3% |
| Q2 2021 | $2,308,000 | +115300.0% | 76,902 | +2.7% | 0.55% | +54700.0% |
| Q1 2021 | $2,000 | -99.9% | 74,882 | -1.1% | 0.00% | -99.8% |
| Q4 2020 | $2,331,000 | -1.0% | 75,728 | -0.9% | 0.63% | +1.4% |
| Q3 2020 | $2,354,000 | +0.2% | 76,436 | +0.4% | 0.62% | -4.6% |
| Q2 2020 | $2,350,000 | -28.9% | 76,165 | -30.4% | 0.65% | -41.8% |
| Q1 2020 | $3,307,000 | +0.6% | 109,459 | -2.2% | 1.12% | +29.7% |
| Q4 2019 | $3,287,000 | – | 111,880 | – | 0.87% | – |
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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% |