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 | $15,387,140 | +15.3% | 632,175 | +20.2% | 7.05% | +15.5% |
| Q2 2023 | $13,348,527 | +1.7% | 526,154 | +3.3% | 6.10% | -11.3% |
| Q1 2023 | $13,130,592 | +9.2% | 509,135 | +6.4% | 6.88% | -4.4% |
| Q4 2022 | $12,020,031 | -0.2% | 478,314 | -0.8% | 7.19% | -20.9% |
| Q3 2022 | $12,043,000 | +4.0% | 481,951 | +12.3% | 9.10% | -11.0% |
| Q2 2022 | $11,581,000 | +12.9% | 429,061 | +10.8% | 10.22% | +0.9% |
| Q1 2022 | $10,254,000 | -6.5% | 387,302 | +3.3% | 10.13% | +0.6% |
| Q4 2021 | $10,962,000 | – | 374,925 | – | 10.07% | – |
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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% |