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 | $600,249 | +1.3% | 24,661 | +5.6% | 0.24% | +6.1% |
Q2 2023 | $592,263 | -3.9% | 23,345 | -2.3% | 0.23% | -4.9% |
Q1 2023 | $616,020 | +5.3% | 23,886 | +2.6% | 0.24% | -8.3% |
Q4 2022 | $584,800 | -53.6% | 23,271 | -53.9% | 0.26% | -56.4% |
Q3 2022 | $1,260,000 | -2.9% | 50,507 | +2.5% | 0.61% | -1.0% |
Q2 2022 | $1,298,000 | +141.7% | 49,254 | +141.5% | 0.61% | +158.0% |
Q1 2022 | $537,000 | -10.6% | 20,398 | +0.5% | 0.24% | -2.1% |
Q4 2021 | $601,000 | -58.9% | 20,303 | -58.5% | 0.24% | -58.4% |
Q3 2021 | $1,462,000 | – | 48,968 | – | 0.58% | – |
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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% |