SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 393 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,014,907 | -3.1% | 41,697 | +1.0% | 0.58% | +3.0% |
| Q2 2023 | $1,047,115 | -3.6% | 41,274 | -2.0% | 0.56% | -14.5% |
| Q1 2023 | $1,085,962 | +9.5% | 42,108 | +6.7% | 0.66% | -6.8% |
| Q4 2022 | $992,081 | -0.7% | 39,478 | -1.4% | 0.71% | -18.0% |
| Q3 2022 | $999,000 | +20.9% | 40,024 | +27.6% | 0.86% | +28.1% |
| Q2 2022 | $826,000 | -34.4% | 31,364 | -30.8% | 0.68% | +0.6% |
| Q1 2022 | $1,260,000 | -1.4% | 45,328 | +5.0% | 0.67% | +15.9% |
| Q4 2021 | $1,278,000 | +30.8% | 43,155 | +31.9% | 0.58% | +32.5% |
| Q3 2021 | $977,000 | +20.0% | 32,729 | +20.6% | 0.44% | +22.8% |
| Q2 2021 | $814,000 | -1.5% | 27,140 | -2.5% | 0.36% | -17.8% |
| Q1 2021 | $826,000 | -2.6% | 27,847 | +1.1% | 0.43% | -16.6% |
| Q4 2020 | $848,000 | – | 27,557 | – | 0.52% | – |
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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% |