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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,640 | +14.5% | 8,818,408 | +19.4% | 1.32% | +13.6% |
| Q2 2023 | $187,427 | +38.8% | 7,387,749 | +41.1% | 1.16% | +27.0% |
| Q1 2023 | $135,047 | +53.5% | 5,236,407 | +49.5% | 0.91% | +40.7% |
| Q4 2022 | $88,001 | -99.9% | 3,501,828 | +31.1% | 0.65% | +22.3% |
| Q3 2022 | $66,667,000 | +10.5% | 2,672,041 | +16.7% | 0.53% | +13.2% |
| Q2 2022 | $60,351,000 | -7.1% | 2,290,348 | -2.1% | 0.47% | +1.5% |
| Q1 2022 | $64,983,000 | +7.8% | 2,338,375 | +14.9% | 0.46% | +8.7% |
| Q4 2021 | $60,264,000 | +10.2% | 2,034,564 | +11.7% | 0.42% | -2.8% |
| Q2 2021 | $54,670,000 | 0.0% | 1,821,720 | 0.0% | 0.44% | 0.0% |
| Q1 2021 | $54,670,000 | 0.0% | 1,821,720 | 0.0% | 0.44% | 0.0% |
| Q4 2020 | $54,670,000 | 0.0% | 1,821,720 | 0.0% | 0.44% | 0.0% |
| Q3 2020 | $54,670,000 | 0.0% | 1,821,720 | 0.0% | 0.44% | 0.0% |
| Q2 2020 | $54,670,000 | 0.0% | 1,821,720 | 0.0% | 0.44% | 0.0% |
| Q1 2020 | $54,670,000 | 0.0% | 1,821,720 | 0.0% | 0.44% | 0.0% |
| Q4 2019 | $54,670,000 | 0.0% | 1,821,720 | 0.0% | 0.44% | 0.0% |
| Q3 2019 | $54,670,000 | 0.0% | 1,821,720 | 0.0% | 0.44% | 0.0% |
| Q2 2019 | $54,670,000 | 0.0% | 1,821,720 | 0.0% | 0.44% | 0.0% |
| Q1 2019 | $54,670,000 | -23.3% | 1,821,720 | -28.8% | 0.44% | -75.5% |
| Q4 2018 | $71,261,000 | +19.3% | 2,558,755 | +18.7% | 1.78% | +16.7% |
| Q3 2018 | $59,751,000 | -18.6% | 2,156,310 | -18.1% | 1.52% | -36.9% |
| Q2 2018 | $73,406,000 | +36.2% | 2,631,968 | +37.5% | 2.42% | +12.7% |
| Q1 2018 | $53,898,000 | +22.9% | 1,913,988 | +25.4% | 2.14% | +10.0% |
| Q4 2017 | $43,870,000 | – | 1,526,460 | – | 1.95% | – |
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% |