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 | $18,805 | -4.1% | 773 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $19,601 | -1.6% | 773 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $19,925 | – | 773 | +77200.0% | 0.00% | – |
| Q1 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 2 | -99.9% | 0.00% | -100.0% |
| Q1 2021 | $115,363,000 | +96843.7% | 3,891 | +0.4% | 0.02% | -23.1% |
| Q4 2020 | $119,000 | 0.0% | 3,877 | +0.8% | 0.03% | -21.2% |
| Q3 2020 | $119,000 | +0.8% | 3,848 | +0.6% | 0.03% | -5.7% |
| Q2 2020 | $118,000 | +2.6% | 3,825 | +0.6% | 0.04% | -12.5% |
| Q1 2020 | $115,000 | -48.2% | 3,801 | -49.8% | 0.04% | +5.3% |
| Q4 2019 | $222,000 | +100.0% | 7,566 | +101.9% | 0.04% | +11.8% |
| Q3 2019 | $111,000 | +1.8% | 3,748 | +0.7% | 0.03% | -10.5% |
| Q2 2019 | $109,000 | +3.8% | 3,721 | +0.8% | 0.04% | -20.8% |
| Q1 2019 | $105,000 | +2.9% | 3,692 | +0.5% | 0.05% | -9.4% |
| Q4 2018 | $102,000 | +1.0% | 3,673 | +1.0% | 0.05% | +8.2% |
| Q3 2018 | $101,000 | 0.0% | 3,635 | +0.8% | 0.05% | -16.9% |
| Q2 2018 | $101,000 | – | 3,607 | – | 0.06% | – |
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% |