SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 399 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 62.05 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,876,930 | +1793746.5% | 1,473,990 | +2047108.3% | 0.00% | – |
| Q1 2023 | $2,000 | -99.7% | 72 | -99.8% | 0.00% | – |
| Q3 2022 | $791,000 | -67.6% | 31,705 | -65.8% | 0.00% | – |
| Q2 2022 | $2,440,000 | +490.8% | 92,591 | +523.3% | 0.00% | – |
| Q1 2022 | $413,000 | -99.8% | 14,856 | -99.8% | 0.00% | -100.0% |
| Q2 2021 | $251,608,000 | +2515980.0% | 8,384,142 | +2532873.4% | 0.03% | – |
| Q1 2021 | $10,000 | -33.3% | 331 | -32.2% | 0.00% | – |
| Q4 2020 | $15,000 | -95.2% | 488 | -95.3% | 0.00% | – |
| Q1 2020 | $314,000 | +2142.9% | 10,400 | +2108.1% | 0.00% | – |
| Q4 2019 | $14,000 | -90.0% | 471 | -90.6% | 0.00% | – |
| Q1 2018 | $140,000 | -87.7% | 4,988 | -74.6% | 0.00% | – |
| Q2 2014 | $1,139,000 | -36.3% | 19,660 | -37.2% | 0.00% | – |
| Q1 2014 | $1,789,000 | -52.0% | 31,313 | -52.6% | 0.00% | -100.0% |
| Q4 2013 | $3,726,000 | -4.9% | 66,053 | -4.0% | 0.00% | 0.0% |
| Q3 2013 | $3,919,000 | +11.7% | 68,777 | +11.5% | 0.00% | 0.0% |
| Q2 2013 | $3,508,000 | – | 61,678 | – | 0.00% | – |
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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% |