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 | $502,773 | +106.7% | 20,750 | +113.9% | 0.06% | +107.4% |
Q2 2023 | $243,254 | -78.5% | 9,703 | -77.8% | 0.03% | -77.5% |
Q1 2023 | $1,129,679 | -42.8% | 43,803 | -44.3% | 0.12% | -48.3% |
Q4 2022 | $1,975,293 | +59.0% | 78,603 | +55.7% | 0.23% | +53.6% |
Q3 2022 | $1,242,000 | +183.6% | 50,471 | +211.1% | 0.15% | +190.4% |
Q2 2022 | $438,000 | +47.0% | 16,224 | +51.5% | 0.05% | +48.6% |
Q1 2022 | $298,000 | -71.4% | 10,710 | -70.0% | 0.04% | -73.7% |
Q4 2021 | $1,042,000 | – | 35,744 | – | 0.13% | – |
Download |
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% |