SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 400 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $392,000 | -8.2% | 14,876 | -3.2% | 0.05% | +8.3% |
| Q1 2022 | $427,000 | -8.2% | 15,365 | -2.1% | 0.05% | 0.0% |
| Q4 2021 | $465,000 | -10.6% | 15,694 | -9.9% | 0.05% | -15.8% |
| Q3 2021 | $520,000 | -6.1% | 17,413 | -5.6% | 0.06% | -8.1% |
| Q2 2021 | $554,000 | +11.7% | 18,448 | +10.3% | 0.06% | -3.1% |
| Q1 2021 | $496,000 | +95.3% | 16,720 | +102.3% | 0.06% | +77.8% |
| Q4 2020 | $254,000 | -68.2% | 8,265 | -69.6% | 0.04% | -75.8% |
| Q4 2019 | $799,000 | -1.5% | 27,192 | -0.6% | 0.15% | -3.2% |
| Q3 2019 | $811,000 | +3.2% | 27,352 | +1.6% | 0.15% | -7.8% |
| Q2 2019 | $786,000 | +2.2% | 26,929 | 0.0% | 0.17% | +2.5% |
| Q1 2019 | $769,000 | – | 26,929 | – | 0.16% | – |
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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% |