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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,009,802 | -14.0% | 117,387 | -18.3% | 0.42% | -11.5% |
| Q3 2023 | $3,498,136 | +144.4% | 143,720 | +154.7% | 0.47% | +129.8% |
| Q2 2023 | $1,431,366 | +0.8% | 56,420 | +2.5% | 0.20% | -8.5% |
| Q1 2023 | $1,419,314 | -15.1% | 55,033 | -17.2% | 0.22% | -23.8% |
| Q4 2022 | $1,671,010 | -11.5% | 66,495 | -12.2% | 0.29% | -38.0% |
| Q3 2022 | $1,889,000 | -19.0% | 75,712 | -14.5% | 0.47% | -28.0% |
| Q2 2022 | $2,333,000 | +1.1% | 88,537 | +6.6% | 0.66% | +14.4% |
| Q1 2022 | $2,308,000 | -38.1% | 83,054 | -34.0% | 0.58% | -40.7% |
| Q4 2021 | $3,726,000 | -5.8% | 125,785 | -5.1% | 0.97% | -24.9% |
| Q3 2021 | $3,955,000 | +3.6% | 132,485 | +4.1% | 1.29% | +7.1% |
| Q2 2021 | $3,819,000 | +21.5% | 127,257 | +20.0% | 1.21% | +6.6% |
| Q1 2021 | $3,143,000 | +19.8% | 106,019 | +24.5% | 1.13% | +7.7% |
| Q4 2020 | $2,623,000 | – | 85,189 | – | 1.05% | – |
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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% |