SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 351 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,721 | +90.1% | 646 | +98.2% | 0.00% | – |
| Q2 2023 | $8,271 | +47.1% | 326 | +49.5% | 0.00% | – |
| Q1 2023 | $5,622 | +13.0% | 218 | +10.1% | 0.00% | – |
| Q4 2022 | $4,975 | – | 198 | +4850.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 4 | -99.8% | 0.00% | – |
| Q1 2022 | $58,000 | -57.7% | 2,079 | -55.0% | 0.00% | – |
| Q4 2021 | $137,000 | +6.2% | 4,618 | +7.2% | 0.00% | – |
| Q3 2021 | $129,000 | -18.4% | 4,308 | -18.2% | 0.00% | – |
| Q2 2021 | $158,000 | +23.4% | 5,265 | +21.8% | 0.00% | – |
| Q1 2021 | $128,000 | -28.5% | 4,322 | -25.5% | 0.00% | – |
| Q4 2020 | $179,000 | -19.4% | 5,804 | -19.6% | 0.00% | – |
| Q3 2020 | $222,000 | +25.4% | 7,221 | +26.2% | 0.00% | – |
| Q2 2020 | $177,000 | +24.6% | 5,721 | +21.7% | 0.00% | – |
| Q1 2020 | $142,000 | +8.4% | 4,700 | +5.5% | 0.00% | – |
| Q4 2019 | $131,000 | +263.9% | 4,454 | +271.8% | 0.00% | – |
| Q3 2019 | $36,000 | +100.0% | 1,198 | +98.0% | 0.00% | – |
| Q2 2019 | $18,000 | – | 605 | +60400.0% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 1 | -100.0% | 0.00% | – |
| Q2 2018 | $303,000 | – | 10,869 | – | 0.00% | – |
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% |