SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 392 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,768 | -4.3% | 9,376 | -0.0% | 0.14% | -3.5% |
| Q2 2023 | $235,811 | -0.5% | 9,380 | +2.1% | 0.14% | -0.7% |
| Q1 2023 | $236,977 | +6.1% | 9,189 | +3.4% | 0.14% | -5.9% |
| Q4 2022 | $223,318 | -8.5% | 8,887 | -9.1% | 0.15% | -24.8% |
| Q3 2022 | $244,000 | -11.6% | 9,775 | -6.5% | 0.20% | -14.4% |
| Q2 2022 | $276,000 | -9.8% | 10,456 | -7.2% | 0.24% | -13.2% |
| Q1 2022 | $306,000 | -7.8% | 11,272 | +0.5% | 0.27% | -15.3% |
| Q4 2021 | $332,000 | – | 11,221 | – | 0.32% | – |
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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% |