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 | $16,757,901 | +4.4% | 688,492 | +8.9% | 0.85% | +1.7% |
| Q2 2023 | $16,046,059 | +6.2% | 632,482 | +7.9% | 0.84% | -3.1% |
| Q1 2023 | $15,114,205 | -40.0% | 586,049 | -41.5% | 0.86% | -45.4% |
| Q4 2022 | $25,172,313 | +8.3% | 1,001,684 | +7.5% | 1.58% | -10.5% |
| Q3 2022 | $23,252,000 | -5.9% | 931,925 | -0.6% | 1.77% | -18.8% |
| Q2 2022 | $24,697,000 | -0.4% | 937,258 | +5.1% | 2.18% | +15.9% |
| Q1 2022 | $24,784,000 | +5128.7% | 891,827 | +5468.7% | 1.88% | +5268.6% |
| Q4 2021 | $474,000 | -66.7% | 16,015 | -66.4% | 0.04% | -69.8% |
| Q3 2021 | $1,422,000 | -36.6% | 47,623 | -36.3% | 0.12% | -18.3% |
| Q2 2021 | $2,243,000 | -45.2% | 74,755 | -45.8% | 0.14% | -51.7% |
| Q1 2021 | $4,090,000 | +33.4% | 137,946 | +38.5% | 0.29% | +15.3% |
| Q4 2020 | $3,066,000 | +171.8% | 99,578 | +172.0% | 0.26% | +125.7% |
| Q3 2020 | $1,128,000 | +221.4% | 36,614 | +221.9% | 0.11% | +135.4% |
| Q2 2020 | $351,000 | +38.7% | 11,375 | +36.1% | 0.05% | +33.3% |
| Q1 2020 | $253,000 | – | 8,358 | – | 0.04% | – |
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% |