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 | $235,462 | -8.8% | 9,674 | -5.9% | 0.06% | -4.5% |
Q2 2023 | $258,165 | -27.2% | 10,281 | -25.8% | 0.07% | -31.2% |
Q1 2023 | $354,761 | -12.0% | 13,858 | -11.0% | 0.10% | -7.7% |
Q4 2022 | $403,049 | -7.8% | 15,574 | -12.5% | 0.10% | -4.6% |
Q3 2022 | $437,000 | -13.1% | 17,796 | -5.5% | 0.11% | +6.9% |
Q2 2022 | $503,000 | -17.7% | 18,822 | -14.5% | 0.10% | +2.0% |
Q1 2022 | $611,000 | -9.6% | 22,003 | -5.6% | 0.10% | -6.5% |
Q4 2021 | $676,000 | -19.6% | 23,302 | -17.3% | 0.11% | -20.1% |
Q3 2021 | $841,000 | -19.9% | 28,174 | -19.5% | 0.13% | -21.6% |
Q2 2021 | $1,050,000 | -16.9% | 34,980 | -17.9% | 0.17% | -22.3% |
Q1 2021 | $1,263,000 | -34.2% | 42,626 | -31.6% | 0.22% | -38.9% |
Q4 2020 | $1,918,000 | -30.0% | 62,323 | -29.9% | 0.36% | -39.2% |
Q3 2020 | $2,739,000 | -71.2% | 88,910 | -71.1% | 0.59% | -75.5% |
Q2 2020 | $9,502,000 | -1.8% | 307,934 | -3.8% | 2.42% | -21.3% |
Q1 2020 | $9,673,000 | +15.3% | 320,120 | +12.1% | 3.08% | +37.6% |
Q4 2019 | $8,391,000 | +10.0% | 285,588 | +11.0% | 2.24% | -0.9% |
Q3 2019 | $7,627,000 | +16.6% | 257,322 | +14.8% | 2.26% | +11.5% |
Q2 2019 | $6,540,000 | +17.9% | 224,217 | +15.3% | 2.02% | +10.7% |
Q1 2019 | $5,549,000 | +76.0% | 194,435 | +71.1% | 1.83% | +3.6% |
Q3 2018 | $3,153,000 | +64.6% | 113,667 | +65.9% | 1.76% | +41.8% |
Q2 2018 | $1,915,000 | +105.7% | 68,531 | +107.2% | 1.24% | +84.6% |
Q1 2018 | $931,000 | +71.8% | 33,078 | +75.4% | 0.67% | +190.5% |
Q4 2017 | $542,000 | – | 18,856 | – | 0.23% | – |
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% |