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 | $6,155,695 | -6.6% | 252,904 | -2.6% | 0.71% | -5.3% |
| Q2 2023 | $6,590,754 | -5.6% | 259,785 | -4.0% | 0.75% | -6.7% |
| Q1 2023 | $6,982,462 | +3.3% | 270,743 | +0.7% | 0.81% | +2.9% |
| Q4 2022 | $6,758,939 | -5.0% | 268,959 | -5.7% | 0.78% | -13.4% |
| Q3 2022 | $7,115,000 | -8.5% | 285,168 | -3.4% | 0.90% | -4.1% |
| Q2 2022 | $7,780,000 | -10.5% | 295,253 | -5.6% | 0.94% | -0.1% |
| Q1 2022 | $8,696,000 | -10.1% | 312,908 | -4.1% | 0.94% | -2.6% |
| Q4 2021 | $9,668,000 | -4.4% | 326,417 | -3.7% | 0.97% | -51.8% |
| Q3 2021 | $10,114,000 | -8.1% | 338,832 | -7.6% | 2.01% | -7.5% |
| Q2 2021 | $11,009,000 | -7.0% | 366,831 | -8.1% | 2.17% | -12.6% |
| Q1 2021 | $11,832,000 | -3.2% | 399,067 | +0.5% | 2.49% | -9.1% |
| Q4 2020 | $12,224,000 | -1.4% | 397,025 | -1.3% | 2.74% | -11.9% |
| Q3 2020 | $12,393,000 | -6.6% | 402,224 | -6.4% | 3.11% | -13.1% |
| Q2 2020 | $13,262,000 | -5.7% | 429,758 | -7.6% | 3.57% | -18.0% |
| Q1 2020 | $14,062,000 | -7.5% | 465,336 | -10.1% | 4.36% | +11.1% |
| Q4 2019 | $15,204,000 | +3.5% | 517,501 | +4.4% | 3.92% | -5.4% |
| Q3 2019 | $14,694,000 | +4.7% | 495,737 | +3.0% | 4.15% | +2.0% |
| Q2 2019 | $14,034,000 | +4.8% | 481,106 | +2.6% | 4.06% | -1.3% |
| Q1 2019 | $13,386,000 | +16.0% | 469,032 | +13.2% | 4.12% | +4.1% |
| Q4 2018 | $11,544,000 | -8.8% | 414,490 | -9.3% | 3.96% | -1.4% |
| Q3 2018 | $12,658,000 | -5.9% | 456,800 | -5.3% | 4.01% | -13.7% |
| Q2 2018 | $13,446,000 | +9.3% | 482,121 | +10.4% | 4.65% | -4.6% |
| Q1 2018 | $12,298,000 | +5.5% | 436,716 | +7.6% | 4.87% | +7.3% |
| Q4 2017 | $11,662,000 | – | 405,774 | – | 4.54% | – |
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% |