SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 393 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,267 | -7.8% | 134,200 | -4.0% | 0.37% | -3.1% |
| Q2 2023 | $3,545 | +5.9% | 139,747 | +7.7% | 0.38% | -2.3% |
| Q1 2023 | $3,348 | -29.8% | 129,798 | -31.6% | 0.39% | -22.2% |
| Q4 2022 | $4,768 | -99.9% | 189,734 | +6.7% | 0.50% | +4.1% |
| Q3 2022 | $4,437,000 | -1.2% | 177,864 | +4.4% | 0.48% | -19.5% |
| Q2 2022 | $4,491,000 | +0.6% | 170,407 | +6.1% | 0.60% | +53.3% |
| Q1 2022 | $4,464,000 | -16.6% | 160,640 | -11.1% | 0.39% | -10.3% |
| Q4 2021 | $5,351,000 | -3.8% | 180,668 | -3.1% | 0.44% | -4.8% |
| Q3 2021 | $5,565,000 | +4.2% | 186,430 | +4.7% | 0.46% | -32.0% |
| Q2 2021 | $5,342,000 | +52.0% | 177,983 | +50.1% | 0.68% | +23.2% |
| Q1 2021 | $3,515,000 | -52.3% | 118,543 | -50.5% | 0.55% | -53.7% |
| Q4 2020 | $7,376,000 | +120.8% | 239,544 | +120.8% | 1.18% | +17.1% |
| Q3 2020 | $3,341,000 | -5.3% | 108,505 | -5.1% | 1.01% | -30.8% |
| Q2 2020 | $3,529,000 | +181.6% | 114,376 | +175.9% | 1.46% | +64.9% |
| Q1 2020 | $1,253,000 | – | 41,460 | – | 0.88% | – |
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% |