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 | $1,943,000 | -0.8% | 73,729 | +4.6% | 0.23% | +15.9% |
| Q1 2022 | $1,959,000 | -51.0% | 70,476 | -47.8% | 0.20% | -49.6% |
| Q4 2021 | $4,000,000 | -0.8% | 135,039 | 0.0% | 0.40% | -10.1% |
| Q3 2021 | $4,031,000 | -0.4% | 135,039 | +0.1% | 0.44% | -1.8% |
| Q2 2021 | $4,047,000 | +5.1% | 134,853 | +3.8% | 0.45% | -6.8% |
| Q1 2021 | $3,851,000 | -2.9% | 129,875 | +0.8% | 0.48% | -10.7% |
| Q4 2020 | $3,966,000 | +0.1% | 128,808 | +0.1% | 0.54% | -12.7% |
| Q3 2020 | $3,963,000 | -7.5% | 128,641 | -7.4% | 0.62% | -14.6% |
| Q2 2020 | $4,285,000 | +2.4% | 138,860 | +0.2% | 0.73% | -17.7% |
| Q1 2020 | $4,186,000 | +2.6% | 138,516 | -0.3% | 0.88% | +14.0% |
| Q4 2019 | $4,081,000 | +39.0% | 138,908 | +40.3% | 0.78% | +22.6% |
| Q3 2019 | $2,935,000 | +4.3% | 99,027 | +2.6% | 0.63% | -0.2% |
| Q2 2019 | $2,815,000 | +1197.2% | 96,492 | +1168.5% | 0.63% | +1119.2% |
| Q1 2019 | $217,000 | – | 7,607 | – | 0.05% | – |
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% |