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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,749 | -89.9% | 18,378 | -89.4% | 0.01% | -88.5% |
| Q2 2023 | $4,318,773 | +2.7% | 173,028 | +5.3% | 0.09% | +6.1% |
| Q1 2023 | $4,206,027 | +701.0% | 164,298 | +702.5% | 0.08% | +645.5% |
| Q4 2022 | $525,103 | -25.2% | 20,472 | -27.9% | 0.01% | -31.2% |
| Q3 2022 | $702,000 | -17.2% | 28,383 | -12.2% | 0.02% | -15.8% |
| Q2 2022 | $848,000 | -36.1% | 32,320 | -34.2% | 0.02% | -26.9% |
| Q1 2022 | $1,328,000 | -56.3% | 49,104 | -52.7% | 0.03% | -50.0% |
| Q4 2021 | $3,037,000 | -19.2% | 103,913 | -17.6% | 0.05% | -23.5% |
| Q3 2021 | $3,757,000 | -49.4% | 126,066 | -49.1% | 0.07% | -48.9% |
| Q2 2021 | $7,428,000 | – | 247,532 | – | 0.13% | – |
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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% |