SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 334 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,206,631 | -4.1% | 172,828 | -0.0% | 0.01% | 0.0% |
| Q2 2023 | $4,385,375 | +8.8% | 172,857 | +10.6% | 0.01% | 0.0% |
| Q1 2023 | $4,031,489 | +8.6% | 156,320 | +5.8% | 0.01% | 0.0% |
| Q4 2022 | $3,711,363 | +46.5% | 147,686 | +45.5% | 0.01% | +50.0% |
| Q3 2022 | $2,533,000 | -7.7% | 101,526 | -2.5% | 0.00% | 0.0% |
| Q2 2022 | $2,745,000 | -7.1% | 104,175 | -2.0% | 0.00% | 0.0% |
| Q1 2022 | $2,955,000 | -5.1% | 106,320 | +1.1% | 0.00% | 0.0% |
| Q4 2021 | $3,114,000 | -7.5% | 105,130 | -6.8% | 0.00% | -20.0% |
| Q3 2021 | $3,368,000 | -2.0% | 112,831 | -1.5% | 0.01% | 0.0% |
| Q2 2021 | $3,436,000 | +53.9% | 114,510 | +52.0% | 0.01% | +25.0% |
| Q1 2021 | $2,233,000 | -3.5% | 75,325 | +0.2% | 0.00% | 0.0% |
| Q4 2020 | $2,314,000 | +3.6% | 75,151 | +3.6% | 0.00% | -20.0% |
| Q3 2020 | $2,234,000 | +6.0% | 72,515 | +6.2% | 0.01% | 0.0% |
| Q2 2020 | $2,108,000 | +2.7% | 68,295 | +0.4% | 0.01% | -16.7% |
| Q1 2020 | $2,052,000 | +531.4% | 67,994 | +500.4% | 0.01% | +500.0% |
| Q4 2017 | $325,000 | -0.9% | 11,324 | +99.6% | 0.00% | 0.0% |
| Q3 2017 | $328,000 | -23.9% | 5,672 | -24.1% | 0.00% | -50.0% |
| Q2 2017 | $431,000 | +1.9% | 7,469 | +0.7% | 0.00% | 0.0% |
| Q1 2017 | $423,000 | +57.8% | 7,419 | +57.1% | 0.00% | +100.0% |
| Q4 2016 | $268,000 | -3.9% | 4,722 | +0.5% | 0.00% | 0.0% |
| Q3 2016 | $279,000 | -5.7% | 4,698 | -5.5% | 0.00% | 0.0% |
| Q2 2016 | $296,000 | -42.1% | 4,974 | -42.9% | 0.00% | -66.7% |
| Q1 2016 | $511,000 | -12.2% | 8,712 | -14.7% | 0.00% | 0.0% |
| Q4 2015 | $582,000 | +56.9% | 10,209 | +59.2% | 0.00% | +50.0% |
| Q3 2015 | $371,000 | -51.6% | 6,413 | -52.0% | 0.00% | 0.0% |
| Q2 2015 | $766,000 | +95.4% | 13,362 | +101.0% | 0.00% | 0.0% |
| Q1 2015 | $392,000 | +4.0% | 6,648 | +2.9% | 0.00% | 0.0% |
| Q4 2014 | $377,000 | +1.6% | 6,463 | +0.5% | 0.00% | -33.3% |
| Q3 2014 | $371,000 | 0.0% | 6,429 | +0.5% | 0.00% | 0.0% |
| Q2 2014 | $371,000 | +2.2% | 6,395 | +0.6% | 0.00% | 0.0% |
| Q1 2014 | $363,000 | – | 6,360 | – | 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% |