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 | $6,608 | -18.2% | 272,290 | -14.5% | 2.19% | -16.9% |
Q2 2023 | $8,077 | -10.7% | 318,372 | -9.2% | 2.64% | -15.7% |
Q1 2023 | $9,043 | +12.2% | 350,644 | +9.3% | 3.13% | +11.1% |
Q4 2022 | $8,061 | -99.9% | 320,755 | +20.4% | 2.82% | +9.4% |
Q3 2022 | $6,648,000 | +59.3% | 266,459 | +68.2% | 2.58% | +63.9% |
Q2 2022 | $4,174,000 | +5.6% | 158,417 | +11.3% | 1.57% | +17.6% |
Q1 2022 | $3,954,000 | -36.3% | 142,289 | -32.1% | 1.34% | -34.7% |
Q4 2021 | $6,204,000 | – | 209,443 | – | 2.05% | – |
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% |