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 | $2,097,926 | +4.7% | 86,192 | +9.1% | 0.03% | +7.4% |
| Q2 2023 | $2,003,682 | -8.0% | 78,978 | -6.5% | 0.03% | -15.6% |
| Q1 2023 | $2,178,157 | -3.2% | 84,457 | -5.7% | 0.03% | -11.1% |
| Q4 2022 | $2,250,988 | +1.7% | 89,574 | +1.0% | 0.04% | -5.3% |
| Q3 2022 | $2,212,725 | +7.2% | 88,687 | +13.2% | 0.04% | -2.6% |
| Q2 2022 | $2,064,000 | +13.2% | 78,343 | +19.5% | 0.04% | +30.0% |
| Q1 2022 | $1,823,000 | – | 65,586 | – | 0.03% | – |
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% |