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 | $15,555 | +1.6% | 639 | +5.8% | 0.00% | 0.0% |
| Q2 2023 | $15,315 | +9.5% | 604 | +11.4% | 0.00% | 0.0% |
| Q1 2023 | $13,982 | +15.0% | 542 | +12.0% | 0.00% | 0.0% |
| Q4 2022 | $12,153 | +10.5% | 484 | +8.0% | 0.00% | 0.0% |
| Q3 2022 | $11,000 | 0.0% | 448 | +9.0% | 0.00% | 0.0% |
| Q2 2022 | $11,000 | 0.0% | 411 | +0.7% | 0.00% | +100.0% |
| Q1 2022 | $11,000 | 0.0% | 408 | +14.6% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | +10.0% | 356 | +8.9% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | +25.0% | 327 | +30.3% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | +33.3% | 251 | +20.7% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | +20.0% | 208 | +33.3% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | +66.7% | 156 | +73.3% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | +50.0% | 90 | +20.0% | 0.00% | – |
| Q1 2020 | $2,000 | 0.0% | 75 | +17.2% | 0.00% | -100.0% |
| Q4 2019 | $2,000 | – | 64 | – | 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% |