SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 292 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,782,000 | -27.2% | 59,357 | -28.1% | 0.64% | -36.5% |
| Q1 2021 | $2,448,000 | -19.6% | 82,550 | -16.5% | 1.01% | -29.8% |
| Q4 2020 | $3,045,000 | -16.1% | 98,875 | -16.1% | 1.43% | -26.3% |
| Q3 2020 | $3,629,000 | -2.7% | 117,805 | -2.5% | 1.94% | -5.4% |
| Q2 2020 | $3,730,000 | +94.2% | 120,871 | +90.2% | 2.06% | +18.0% |
| Q1 2020 | $1,921,000 | -1.3% | 63,555 | -6.2% | 1.74% | +136.4% |
| Q4 2017 | $1,946,000 | +2.4% | 67,728 | +105.6% | 0.74% | -0.1% |
| Q3 2017 | $1,901,000 | +3.6% | 32,946 | +3.5% | 0.74% | +2.9% |
| Q2 2017 | $1,835,000 | +8.8% | 31,819 | +7.7% | 0.72% | +3.8% |
| Q1 2017 | $1,687,000 | +18.0% | 29,535 | +17.8% | 0.69% | -6.9% |
| Q4 2016 | $1,430,000 | – | 25,075 | – | 0.74% | – |
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% |