SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 399 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 4,260.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,431 | +187.3% | 1,620 | +199.4% | 0.00% | – |
| Q2 2023 | $13,725 | +229.0% | 541 | +225.9% | 0.00% | – |
| Q4 2022 | $4,172 | -40.4% | 166 | -43.5% | 0.00% | – |
| Q3 2022 | $7,000 | -58.8% | 294 | -54.3% | 0.00% | – |
| Q2 2022 | $17,000 | -5.6% | 644 | 0.0% | 0.00% | – |
| Q1 2022 | $18,000 | -5.3% | 644 | 0.0% | 0.00% | – |
| Q4 2021 | $19,000 | +90.0% | 644 | +84.0% | 0.00% | – |
| Q3 2021 | $10,000 | -9.1% | 350 | 0.0% | 0.00% | – |
| Q2 2021 | $11,000 | -66.7% | 350 | -68.9% | 0.00% | – |
| Q1 2021 | $33,000 | -73.8% | 1,124 | -72.5% | 0.00% | – |
| Q4 2020 | $126,000 | +1045.5% | 4,081 | +1066.0% | 0.00% | – |
| Q3 2020 | $11,000 | 0.0% | 350 | 0.0% | 0.00% | – |
| Q2 2020 | $11,000 | 0.0% | 350 | 0.0% | 0.00% | – |
| Q1 2020 | $11,000 | – | 350 | – | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q2 2019 | $358,000 | +952.9% | 12,252 | +934.8% | 0.00% | – |
| Q1 2019 | $34,000 | +3.0% | 1,184 | 0.0% | 0.00% | – |
| Q4 2018 | $33,000 | -43.1% | 1,184 | -42.0% | 0.00% | – |
| Q1 2018 | $58,000 | +93.3% | 2,043 | +291.4% | 0.00% | – |
| Q3 2017 | $30,000 | -31.8% | 522 | -32.3% | 0.00% | – |
| Q2 2017 | $44,000 | 0.0% | 771 | +0.1% | 0.00% | – |
| Q1 2017 | $44,000 | 0.0% | 770 | 0.0% | 0.00% | – |
| Q4 2016 | $44,000 | -4.3% | 770 | +0.1% | 0.00% | – |
| Q3 2016 | $46,000 | -54.9% | 769 | -55.1% | 0.00% | – |
| Q2 2016 | $102,000 | +126.7% | 1,714 | +123.2% | 0.00% | – |
| Q1 2016 | $45,000 | -45.1% | 768 | -46.5% | 0.00% | – |
| Q4 2015 | $82,000 | -1.2% | 1,436 | +0.3% | 0.00% | – |
| Q3 2015 | $83,000 | -23.1% | 1,431 | -24.3% | 0.00% | – |
| Q2 2015 | $108,000 | +12.5% | 1,890 | +15.6% | 0.00% | – |
| Q1 2015 | $96,000 | – | 1,635 | – | 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% |