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 | $2,956,000 | +15.9% | 121,450 | +20.8% | 0.19% | +31.0% |
| Q2 2023 | $2,550,000 | +189773.4% | 100,497 | +93.0% | 0.14% | +36.5% |
| Q1 2023 | $1,343 | -40.0% | 52,070 | -41.5% | 0.10% | -28.3% |
| Q4 2022 | $2,237 | -99.9% | 89,022 | -2.1% | 0.14% | -36.7% |
| Q3 2022 | $2,269,000 | +309.6% | 90,937 | +386.1% | 0.23% | +615.6% |
| Q4 2021 | $554,000 | -18.3% | 18,706 | -17.7% | 0.03% | -30.4% |
| Q3 2021 | $678,000 | +2.9% | 22,719 | +3.5% | 0.05% | +4.5% |
| Q2 2021 | $659,000 | -43.5% | 21,959 | -43.8% | 0.04% | +7.3% |
| Q1 2021 | $1,167,000 | -3.4% | 39,075 | -0.4% | 0.04% | -21.2% |
| Q4 2020 | $1,208,000 | +1.7% | 39,248 | +1.8% | 0.05% | -11.9% |
| Q3 2020 | $1,188,000 | -37.2% | 38,570 | -37.1% | 0.06% | -43.3% |
| Q2 2020 | $1,893,000 | +41.1% | 61,337 | +38.1% | 0.10% | +5.1% |
| Q1 2020 | $1,342,000 | -9.9% | 44,408 | -12.4% | 0.10% | -13.2% |
| Q4 2019 | $1,490,000 | -18.7% | 50,709 | -18.0% | 0.11% | -24.5% |
| Q3 2019 | $1,833,000 | +44.8% | 61,843 | +39.4% | 0.15% | +7.1% |
| Q1 2019 | $1,266,000 | +0.6% | 44,361 | -1.8% | 0.14% | -20.8% |
| Q4 2018 | $1,258,000 | -40.7% | 45,154 | -40.7% | 0.18% | -60.5% |
| Q2 2018 | $2,123,000 | -42.9% | 76,082 | -43.3% | 0.45% | -51.5% |
| Q1 2018 | $3,719,000 | -6.0% | 134,079 | -3.4% | 0.93% | -3.9% |
| Q4 2017 | $3,956,000 | -18.1% | 138,761 | -17.4% | 0.97% | -23.3% |
| Q3 2017 | $4,831,000 | -3.4% | 167,981 | +93.7% | 1.26% | -11.3% |
| Q2 2017 | $5,001,000 | -17.9% | 86,709 | -17.9% | 1.42% | -21.0% |
| Q1 2017 | $6,088,000 | -5.3% | 105,661 | -6.6% | 1.80% | -16.5% |
| Q4 2016 | $6,430,000 | – | 113,070 | – | 2.15% | – |
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% |