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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $95 | +2.2% | 3,695 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $93 | -99.9% | 3,695 | -28.1% | 0.00% | -33.3% |
| Q3 2022 | $128,000 | -46.2% | 5,137 | -43.0% | 0.01% | -50.0% |
| Q2 2022 | $238,000 | -12.8% | 9,018 | -8.3% | 0.01% | 0.0% |
| Q1 2022 | $273,000 | -1.8% | 9,831 | +4.6% | 0.01% | 0.0% |
| Q4 2021 | $278,000 | -26.5% | 9,399 | -25.7% | 0.01% | -36.8% |
| Q3 2021 | $378,000 | -45.1% | 12,656 | -44.8% | 0.02% | -45.7% |
| Q2 2021 | $688,000 | +11.9% | 22,941 | +10.6% | 0.04% | +6.1% |
| Q1 2021 | $615,000 | +23.5% | 20,740 | +28.1% | 0.03% | +10.0% |
| Q4 2020 | $498,000 | +38.3% | 16,190 | +38.4% | 0.03% | +25.0% |
| Q3 2020 | $360,000 | +2.6% | 11,699 | +2.7% | 0.02% | -4.0% |
| Q2 2020 | $351,000 | +137.2% | 11,386 | +132.5% | 0.02% | +92.3% |
| Q1 2020 | $148,000 | – | 4,898 | – | 0.01% | – |
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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% |