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 | $95,129 | -77.3% | 3,689 | -77.8% | 0.00% | -76.9% |
Q4 2022 | $418,189 | -9.1% | 16,641 | -9.8% | 0.01% | -18.8% |
Q3 2022 | $460,000 | -10.3% | 18,443 | -5.2% | 0.02% | -11.1% |
Q2 2022 | $513,000 | -59.8% | 19,463 | -57.6% | 0.02% | -52.6% |
Q1 2022 | $1,276,000 | -4.2% | 45,929 | +2.1% | 0.04% | 0.0% |
Q4 2021 | $1,332,000 | +12.1% | 44,978 | +13.0% | 0.04% | 0.0% |
Q3 2021 | $1,188,000 | +2.7% | 39,786 | +3.2% | 0.04% | +5.6% |
Q2 2021 | $1,157,000 | +12.2% | 38,559 | +10.9% | 0.04% | -5.3% |
Q1 2021 | $1,031,000 | -13.7% | 34,783 | -10.3% | 0.04% | -20.8% |
Q4 2020 | $1,194,000 | +4.4% | 38,787 | +4.4% | 0.05% | -11.1% |
Q3 2020 | $1,144,000 | -0.6% | 37,141 | -0.4% | 0.05% | -14.3% |
Q2 2020 | $1,151,000 | +72.6% | 37,285 | +69.0% | 0.06% | +43.2% |
Q1 2020 | $667,000 | +18.3% | 22,065 | +14.9% | 0.04% | +46.7% |
Q4 2019 | $564,000 | – | 19,201 | +639933.3% | 0.03% | – |
Q2 2017 | $0 | – | 3 | – | 0.00% | – |
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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% |