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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $46,000 | -9.8% | 1,745 | -5.3% | 0.01% | 0.0% |
| Q1 2022 | $51,000 | -26.1% | 1,843 | -20.5% | 0.01% | -18.2% |
| Q4 2021 | $69,000 | -13.8% | 2,319 | -13.3% | 0.01% | -21.4% |
| Q3 2021 | $80,000 | 0.0% | 2,674 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $80,000 | -54.0% | 2,674 | -54.4% | 0.02% | -62.5% |
| Q1 2021 | $174,000 | -14.3% | 5,867 | -11.0% | 0.04% | -21.6% |
| Q4 2020 | $203,000 | -21.0% | 6,591 | -21.0% | 0.05% | -39.3% |
| Q3 2020 | $257,000 | -8.5% | 8,343 | -8.3% | 0.08% | -21.5% |
| Q2 2020 | $281,000 | +170.2% | 9,095 | +164.9% | 0.11% | +122.9% |
| Q1 2020 | $104,000 | -24.1% | 3,434 | -26.6% | 0.05% | -5.9% |
| Q4 2019 | $137,000 | -2.1% | 4,681 | -0.8% | 0.05% | -19.0% |
| Q3 2019 | $140,000 | +250.0% | 4,721 | +241.6% | 0.06% | +270.6% |
| Q2 2019 | $40,000 | -11.1% | 1,382 | -11.8% | 0.02% | -26.1% |
| Q1 2019 | $45,000 | +2.3% | 1,567 | -1.6% | 0.02% | -20.7% |
| Q4 2018 | $44,000 | +22.2% | 1,593 | +22.8% | 0.03% | +38.1% |
| Q3 2018 | $36,000 | – | 1,297 | – | 0.02% | – |
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% |