SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 412 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,239,604 | +3.3% | 48,065 | +0.6% | 0.16% | +0.6% |
| Q4 2022 | $1,200,475 | -10.4% | 47,771 | -11.0% | 0.16% | -16.1% |
| Q3 2022 | $1,340,000 | +7.4% | 53,692 | +13.4% | 0.19% | +18.4% |
| Q2 2022 | $1,248,000 | -7.2% | 47,344 | -2.1% | 0.16% | +9.4% |
| Q1 2022 | $1,345,000 | -7.9% | 48,384 | -1.9% | 0.15% | -4.5% |
| Q4 2021 | $1,461,000 | -2.3% | 49,327 | -1.6% | 0.16% | -13.3% |
| Q3 2021 | $1,496,000 | -0.1% | 50,104 | +0.4% | 0.18% | -5.3% |
| Q2 2021 | $1,498,000 | +6.8% | 49,915 | +5.5% | 0.19% | +1.6% |
| Q1 2021 | $1,403,000 | +6.1% | 47,324 | +10.2% | 0.19% | -1.1% |
| Q4 2020 | $1,322,000 | +2.8% | 42,930 | +2.9% | 0.19% | -6.4% |
| Q3 2020 | $1,286,000 | +9.1% | 41,730 | +9.2% | 0.20% | -5.6% |
| Q2 2020 | $1,179,000 | +6.5% | 38,213 | +4.4% | 0.21% | +0.9% |
| Q1 2020 | $1,107,000 | -13.0% | 36,615 | -15.5% | 0.21% | -5.4% |
| Q4 2019 | $1,273,000 | +11.6% | 43,322 | +12.5% | 0.22% | +3.2% |
| Q3 2019 | $1,141,000 | +4.4% | 38,502 | +2.7% | 0.22% | +5.3% |
| Q2 2019 | $1,093,000 | +1.1% | 37,474 | -1.1% | 0.21% | -13.1% |
| Q1 2019 | $1,081,000 | +8.1% | 37,892 | +5.5% | 0.24% | -4.4% |
| Q4 2018 | $1,000,000 | -2.7% | 35,909 | -3.2% | 0.25% | +0.8% |
| Q3 2018 | $1,028,000 | +10.1% | 37,092 | +10.8% | 0.25% | +0.4% |
| Q2 2018 | $934,000 | +59.1% | 33,473 | +60.7% | 0.24% | +53.1% |
| Q1 2018 | $587,000 | – | 20,831 | – | 0.16% | – |
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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% |