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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $788,000 | -3.7% | 26,609 | -2.9% | 0.06% | -15.7% |
| Q3 2021 | $818,000 | -4.4% | 27,401 | -4.0% | 0.07% | +1.4% |
| Q2 2021 | $856,000 | +7.9% | 28,529 | +6.7% | 0.07% | -1.4% |
| Q1 2021 | $793,000 | -7.4% | 26,736 | -3.8% | 0.07% | -12.5% |
| Q4 2020 | $856,000 | +1.2% | 27,787 | +1.2% | 0.08% | -12.1% |
| Q3 2020 | $846,000 | +0.2% | 27,466 | +0.4% | 0.09% | -9.0% |
| Q2 2020 | $844,000 | -8.7% | 27,345 | -10.6% | 0.10% | -25.4% |
| Q1 2020 | $924,000 | +0.2% | 30,584 | -2.6% | 0.13% | +27.6% |
| Q4 2019 | $922,000 | +4.5% | 31,394 | +5.5% | 0.10% | -2.8% |
| Q3 2019 | $882,000 | +0.6% | 29,759 | -1.0% | 0.11% | -1.8% |
| Q2 2019 | $877,000 | +4.2% | 30,061 | +1.9% | 0.11% | +0.9% |
| Q1 2019 | $842,000 | -5.1% | 29,502 | -7.4% | 0.11% | -15.5% |
| Q4 2018 | $887,000 | +7.1% | 31,853 | +6.7% | 0.13% | +17.3% |
| Q3 2018 | $828,000 | +6.4% | 29,864 | +7.0% | 0.11% | 0.0% |
| Q2 2018 | $778,000 | +7.9% | 27,907 | +9.0% | 0.11% | +8.9% |
| Q1 2018 | $721,000 | +63.1% | 25,594 | +66.3% | 0.10% | +60.3% |
| Q4 2017 | $442,000 | – | 15,388 | – | 0.06% | – |
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% |