SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 394 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $58,023 | +3.5% | 2,263 | -1.7% | 0.00% | 0.0% |
Q3 2023 | $56,055 | -6.7% | 2,303 | -2.7% | 0.00% | 0.0% |
Q2 2023 | $60,076 | -81.7% | 2,368 | -78.6% | 0.00% | -83.3% |
Q4 2021 | $328,000 | -96.0% | 11,090 | -96.0% | 0.02% | -96.4% |
Q3 2021 | $8,221,000 | +125.7% | 275,421 | +127.0% | 0.51% | +121.0% |
Q2 2021 | $3,642,000 | – | 121,343 | – | 0.23% | – |
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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% |