SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 392 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
| 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% |
| DESTINY CAPITAL SECURITIES CORPORATION | 414,519 | $10,089,395 | 8.18% |
| TRUEFG, LLC | 775,142 | $18,866,956 | 8.16% |
| Garrett Wealth Advisory Group, LLC | 705,611 | $17,174,574 | 7.82% |
| N.E.W. Advisory Services LLC | 2,234,503 | $54,387,854 | 7.74% |
| Rinkey Investments | 632,175 | $15,387,140 | 7.05% |
| WEALTHSOURCE PARTNERS, LLC | 4,052,230 | $98,631,273 | 6.74% |
| WALLER FINANCIAL PLANNING GROUP, INC | 937,024 | $22,807,156 | 6.63% |
| Good Life Advisors, LLC | 2,379,147 | $57,908,452 | 6.63% |
| Melone Private Wealth, LLC | 375,555 | $9,141,007 | 6.54% |
| RiverFront Investment Group, LLC | 7,159,411 | $174,259 | 6.18% |
External links
This page lists SPDR SER TR's shareholders in Q3 2023. To view SPDR SER TR's shareholder history, click here.