SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 381 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,383,000 | +261.3% | 63,188 | +37.3% | 6.82% | +162.6% |
| Q2 2022 | $1,213,000 | +34.9% | 46,017 | +42.2% | 2.60% | +68.8% |
| Q1 2022 | $899,000 | -37.2% | 32,362 | +92.8% | 1.54% | -1.6% |
| Q4 2021 | $1,432,000 | -29.8% | 16,787 | -75.5% | 1.56% | -18.2% |
| Q3 2021 | $2,041,000 | -15.3% | 68,382 | -14.9% | 1.91% | -19.9% |
| Q2 2021 | $2,411,000 | +4.8% | 80,353 | +3.6% | 2.39% | -0.6% |
| Q1 2021 | $2,300,000 | -41.9% | 77,587 | -39.6% | 2.40% | -42.2% |
| Q4 2020 | $3,958,000 | -54.4% | 128,560 | -54.4% | 4.16% | -56.8% |
| Q3 2020 | $8,687,000 | +5.6% | 281,942 | +5.8% | 9.61% | +0.4% |
| Q2 2020 | $8,226,000 | -1.8% | 266,553 | -3.8% | 9.57% | -31.5% |
| Q1 2020 | $8,378,000 | -8.7% | 277,221 | -11.2% | 13.98% | +40.1% |
| Q4 2019 | $9,175,000 | -0.4% | 312,278 | +0.5% | 9.98% | -0.9% |
| Q3 2019 | $9,214,000 | -3.5% | 310,856 | -5.0% | 10.07% | -4.7% |
| Q2 2019 | $9,547,000 | -2.9% | 327,282 | -5.0% | 10.57% | +6.5% |
| Q1 2019 | $9,837,000 | +5.4% | 344,664 | +2.9% | 9.92% | +9.7% |
| Q4 2018 | $9,332,000 | – | 335,070 | – | 9.04% | – |
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% |