SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 394 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $519,000 | -8.0% | 19,678 | -2.9% | 0.04% | +5.7% |
| Q1 2022 | $564,000 | -0.4% | 20,276 | +6.1% | 0.04% | +2.9% |
| Q4 2021 | $566,000 | +18.4% | 19,107 | +19.2% | 0.03% | +6.2% |
| Q3 2021 | $478,000 | -0.4% | 16,023 | +0.1% | 0.03% | 0.0% |
| Q2 2021 | $480,000 | -9.8% | 16,007 | -10.8% | 0.03% | -15.8% |
| Q1 2021 | $532,000 | +0.4% | 17,954 | +4.2% | 0.04% | -5.0% |
| Q4 2020 | $530,000 | +10.9% | 17,227 | +11.2% | 0.04% | -2.4% |
| Q3 2020 | $478,000 | +34.3% | 15,495 | +34.0% | 0.04% | +24.2% |
| Q2 2020 | $356,000 | +24.0% | 11,560 | +21.2% | 0.03% | -5.7% |
| Q1 2020 | $287,000 | – | 9,537 | – | 0.04% | – |
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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% |