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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $231,146 | -27.1% | 9,198 | -23.6% | 0.02% | -48.6% |
| Q2 2022 | $317,000 | +39.0% | 12,034 | +47.0% | 0.04% | +45.8% |
| Q1 2022 | $228,000 | -62.4% | 8,187 | -60.0% | 0.02% | -62.5% |
| Q4 2021 | $606,000 | +0.8% | 20,451 | +1.6% | 0.06% | -4.5% |
| Q3 2021 | $601,000 | -69.0% | 20,124 | -68.8% | 0.07% | -68.4% |
| Q2 2021 | $1,936,000 | -3.6% | 64,509 | -4.8% | 0.21% | -29.3% |
| Q1 2021 | $2,009,000 | -0.5% | 67,743 | +3.3% | 0.30% | -16.4% |
| Q4 2020 | $2,020,000 | -3.9% | 65,595 | -3.9% | 0.36% | -18.4% |
| Q3 2020 | $2,103,000 | -13.8% | 68,246 | -13.2% | 0.44% | -16.0% |
| Q2 2020 | $2,440,000 | +9.9% | 78,582 | +7.7% | 0.52% | -11.0% |
| Q1 2020 | $2,220,000 | -5.7% | 72,991 | -7.4% | 0.59% | +6.5% |
| Q4 2019 | $2,353,000 | – | 78,816 | – | 0.55% | – |
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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% |