SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 9 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,816,613 | -5.7% | 74,635 | -1.7% | 1.89% | -0.6% |
| Q2 2023 | $1,925,761 | -2.2% | 75,907 | -0.6% | 1.90% | -4.6% |
| Q1 2023 | $1,969,636 | +2.0% | 76,372 | -0.6% | 2.00% | -1.1% |
| Q4 2022 | $1,931,478 | +0.3% | 76,859 | -0.4% | 2.02% | -6.1% |
| Q3 2022 | $1,925,000 | -5.5% | 77,160 | -0.2% | 2.15% | -0.9% |
| Q2 2022 | $2,038,000 | -6.0% | 77,350 | -0.9% | 2.17% | +9.8% |
| Q1 2022 | $2,169,000 | -9.4% | 78,050 | -3.4% | 1.98% | -7.5% |
| Q4 2021 | $2,393,000 | – | 80,790 | – | 2.14% | – |
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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% |