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 | $15,552,000 | -5.3% | 590,202 | -0.1% | 4.85% | +10.3% |
| Q1 2022 | $16,414,000 | +1.5% | 590,660 | +8.2% | 4.40% | +8.8% |
| Q4 2021 | $16,177,000 | -8.0% | 546,143 | -7.3% | 4.04% | -11.9% |
| Q3 2021 | $17,580,000 | -3.7% | 588,960 | -3.2% | 4.59% | -2.5% |
| Q2 2021 | $18,260,000 | +4.1% | 608,450 | +2.8% | 4.70% | -3.4% |
| Q1 2021 | $17,546,000 | +3.7% | 591,768 | +7.7% | 4.87% | -1.4% |
| Q4 2020 | $16,917,000 | +6.8% | 549,430 | +6.9% | 4.94% | -6.9% |
| Q3 2020 | $15,836,000 | +1.5% | 513,975 | +1.7% | 5.31% | -8.3% |
| Q2 2020 | $15,600,000 | +39.3% | 505,512 | +36.4% | 5.79% | +16.0% |
| Q1 2020 | $11,200,000 | -29.8% | 370,632 | -31.7% | 4.99% | -0.4% |
| Q4 2019 | $15,949,000 | +4.0% | 542,839 | +4.9% | 5.01% | -0.9% |
| Q3 2019 | $15,334,000 | +13.2% | 517,346 | +11.4% | 5.06% | +15.8% |
| Q2 2019 | $13,549,000 | +7.7% | 464,481 | +5.4% | 4.37% | +5.3% |
| Q1 2019 | $12,575,000 | +21.5% | 440,610 | +18.6% | 4.15% | +13.1% |
| Q4 2018 | $10,348,000 | -3.3% | 371,553 | -3.8% | 3.67% | +7.5% |
| Q3 2018 | $10,704,000 | +31.1% | 386,293 | +32.0% | 3.41% | +24.6% |
| Q2 2018 | $8,162,000 | -7.6% | 292,633 | -6.7% | 2.74% | -7.3% |
| Q1 2018 | $8,833,000 | – | 313,673 | – | 2.95% | – |
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% |