SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 355 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $80,931 | +30.3% | 3,325 | +35.8% | 0.02% | +38.9% |
| Q2 2023 | $62,131 | +213.7% | 2,449 | +218.9% | 0.02% | +200.0% |
| Q1 2023 | $19,807 | +20.7% | 768 | +17.6% | 0.01% | +20.0% |
| Q4 2022 | $16,410 | -47.1% | 653 | -46.9% | 0.01% | -50.0% |
| Q3 2022 | $31,000 | -8.8% | 1,230 | -4.1% | 0.01% | +11.1% |
| Q2 2022 | $34,000 | -15.0% | 1,282 | -10.9% | 0.01% | -10.0% |
| Q1 2022 | $40,000 | +8.1% | 1,439 | +20.1% | 0.01% | -9.1% |
| Q4 2021 | $37,000 | +42.3% | 1,198 | +36.3% | 0.01% | +57.1% |
| Q3 2021 | $26,000 | +36.8% | 879 | +37.1% | 0.01% | +40.0% |
| Q2 2021 | $19,000 | 0.0% | 641 | -2.1% | 0.01% | 0.0% |
| Q1 2021 | $19,000 | -62.7% | 655 | -60.4% | 0.01% | -66.7% |
| Q4 2020 | $51,000 | +10.9% | 1,656 | +11.6% | 0.02% | 0.0% |
| Q3 2020 | $46,000 | 0.0% | 1,484 | +0.5% | 0.02% | -6.2% |
| Q2 2020 | $46,000 | +142.1% | 1,476 | +134.7% | 0.02% | +100.0% |
| Q1 2020 | $19,000 | +5.6% | 629 | 0.0% | 0.01% | +60.0% |
| Q4 2019 | $18,000 | -52.6% | 629 | -51.2% | 0.01% | -61.5% |
| Q3 2019 | $38,000 | +280.0% | 1,289 | +268.3% | 0.01% | +225.0% |
| Q2 2019 | $10,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $10,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $10,000 | – | 350 | – | 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% |