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 | $39,655,488 | -2.2% | 1,629,231 | +1.9% | 0.07% | -1.5% |
| Q2 2023 | $40,543,313 | +1.8% | 1,598,081 | +3.4% | 0.07% | -2.9% |
| Q1 2023 | $39,840,178 | +25.4% | 1,544,792 | +22.2% | 0.07% | +23.2% |
| Q4 2022 | $31,763,893 | +54.7% | 1,263,983 | +53.6% | 0.06% | +43.6% |
| Q3 2022 | $20,529,000 | +17.4% | 822,820 | +24.0% | 0.04% | +21.9% |
| Q2 2022 | $17,489,000 | -16.6% | 663,736 | -12.0% | 0.03% | -3.0% |
| Q1 2022 | $20,963,000 | -17.0% | 754,348 | -11.5% | 0.03% | -13.2% |
| Q4 2021 | $25,253,000 | -25.9% | 852,567 | -25.3% | 0.04% | -32.1% |
| Q3 2021 | $34,087,000 | +0.2% | 1,141,951 | +0.8% | 0.06% | 0.0% |
| Q2 2021 | $34,003,000 | +70.9% | 1,133,048 | +68.9% | 0.06% | +60.0% |
| Q1 2021 | $19,895,000 | +6.3% | 670,997 | +10.4% | 0.04% | -2.8% |
| Q4 2020 | $18,711,000 | -2.6% | 607,688 | -2.5% | 0.04% | -14.3% |
| Q3 2020 | $19,202,000 | +3.3% | 623,248 | +3.4% | 0.04% | 0.0% |
| Q2 2020 | $18,597,000 | +4.8% | 602,652 | +2.7% | 0.04% | -10.6% |
| Q1 2020 | $17,739,000 | – | 586,981 | – | 0.05% | – |
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% |