SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 381 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,046,495 | -25.2% | 84,079 | -22.1% | 0.27% | -21.7% |
Q2 2023 | $2,737,087 | +1.6% | 107,887 | +3.2% | 0.34% | -6.0% |
Q1 2023 | $2,695,133 | +155868.3% | 104,503 | +51.9% | 0.37% | +43.4% |
Q4 2022 | $1,728 | -99.7% | 68,775 | +178.5% | 0.26% | +156.0% |
Q3 2022 | $616,000 | -40.0% | 24,694 | -36.6% | 0.10% | -37.1% |
Q2 2022 | $1,026,000 | – | 38,921 | – | 0.16% | – |
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% |