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 | $14,284,334 | +1.1% | 586,867 | +5.3% | 8.86% | +2.5% |
| Q2 2023 | $14,135,318 | +4.2% | 557,167 | +5.9% | 8.64% | -3.0% |
| Q1 2023 | $13,564,576 | +8.5% | 525,963 | +5.8% | 8.90% | +0.1% |
| Q4 2022 | $12,497,039 | +37.4% | 497,296 | +36.4% | 8.90% | +22.1% |
| Q3 2022 | $9,093,000 | -17.6% | 364,454 | -12.9% | 7.28% | -15.3% |
| Q2 2022 | $11,030,000 | -10.3% | 418,603 | -5.4% | 8.60% | -0.5% |
| Q1 2022 | $12,292,000 | -15.3% | 442,302 | -9.7% | 8.64% | -13.4% |
| Q4 2021 | $14,508,000 | +1.1% | 489,816 | +1.8% | 9.98% | -8.1% |
| Q3 2021 | $14,356,000 | -38.9% | 480,943 | -38.6% | 10.86% | -40.9% |
| Q2 2021 | $23,515,000 | -3.3% | 783,582 | -4.5% | 18.39% | -12.9% |
| Q1 2021 | $24,318,000 | -2.4% | 820,164 | +1.4% | 21.10% | -6.8% |
| Q4 2020 | $24,907,000 | +65.1% | 808,942 | +65.5% | 22.64% | +7.7% |
| Q2 2020 | $15,088,000 | +17.0% | 488,920 | +14.6% | 21.02% | +24.5% |
| Q1 2020 | $12,897,000 | +21.3% | 426,786 | +17.9% | 16.89% | +58.2% |
| Q4 2019 | $10,631,000 | – | 361,852 | – | 10.68% | – |
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% |