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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,812,930 | +0.9% | 526,415 | +5.1% | 0.08% | -8.0% |
| Q2 2023 | $12,703,774 | -16.8% | 500,740 | -15.4% | 0.09% | -22.1% |
| Q1 2023 | $15,263,434 | +31.9% | 591,835 | +28.6% | 0.11% | +20.2% |
| Q4 2022 | $11,568,850 | +146.3% | 460,360 | +144.5% | 0.09% | +62.1% |
| Q3 2022 | $4,697,000 | +1.1% | 188,264 | +6.8% | 0.06% | -3.3% |
| Q2 2022 | $4,645,000 | +1.2% | 176,269 | +6.7% | 0.06% | +7.1% |
| Q1 2022 | $4,592,000 | -11.2% | 165,246 | -5.3% | 0.06% | -11.1% |
| Q4 2021 | $5,171,000 | +1.4% | 174,573 | +2.2% | 0.06% | -8.7% |
| Q3 2021 | $5,101,000 | +1.1% | 170,891 | +1.7% | 0.07% | -2.8% |
| Q2 2021 | $5,044,000 | +6051.2% | 168,061 | +6232.4% | 0.07% | +3450.0% |
| Q2 2020 | $82,000 | – | 2,654 | – | 0.00% | – |
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% |