SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 289 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $200,000 | -9.1% | 6,661 | -10.4% | 0.00% | – |
| Q1 2021 | $220,000 | +109.5% | 7,432 | +118.6% | 0.00% | – |
| Q3 2020 | $105,000 | -94.5% | 3,400 | -94.5% | 0.00% | -100.0% |
| Q2 2020 | $1,913,000 | +4565.9% | 61,978 | +4437.2% | 0.00% | – |
| Q1 2020 | $41,000 | -76.4% | 1,366 | -77.1% | 0.00% | – |
| Q4 2019 | $174,000 | +126.0% | 5,955 | +127.6% | 0.00% | – |
| Q3 2019 | $77,000 | -85.8% | 2,617 | -86.3% | 0.00% | – |
| Q1 2019 | $543,000 | -1.5% | 19,040 | -3.8% | 0.00% | – |
| Q4 2018 | $551,000 | – | 19,796 | – | 0.00% | – |
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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% |