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 | $955,759 | +8.3% | 39,267 | +12.9% | 0.49% | +14.9% |
| Q2 2023 | $882,470 | -6.8% | 34,784 | -5.3% | 0.42% | +1.2% |
| Q1 2023 | $947,292 | +8.1% | 36,731 | +5.3% | 0.42% | +8.0% |
| Q4 2022 | $876,409 | +7.5% | 34,875 | +6.8% | 0.39% | -10.4% |
| Q3 2022 | $815,000 | -6.6% | 32,668 | -1.3% | 0.43% | -15.9% |
| Q2 2022 | $873,000 | -7.0% | 33,114 | -2.0% | 0.52% | +2.6% |
| Q1 2022 | $939,000 | -6.0% | 33,777 | +0.1% | 0.50% | +0.8% |
| Q4 2021 | $999,000 | +14.6% | 33,734 | +15.5% | 0.50% | +3.8% |
| Q3 2021 | $872,000 | +3.2% | 29,207 | +3.8% | 0.48% | +8.4% |
| Q2 2021 | $845,000 | +3.3% | 28,151 | +2.1% | 0.44% | -6.9% |
| Q1 2021 | $818,000 | +3.4% | 27,577 | +7.4% | 0.48% | +0.6% |
| Q4 2020 | $791,000 | -56.2% | 25,681 | -56.2% | 0.47% | -63.8% |
| Q3 2020 | $1,806,000 | +203.5% | 58,629 | +173.0% | 1.30% | +217.5% |
| Q3 2018 | $595,000 | +3.3% | 21,475 | +4.0% | 0.41% | -6.8% |
| Q2 2018 | $576,000 | +0.2% | 20,653 | +1.1% | 0.44% | -9.1% |
| Q1 2018 | $575,000 | +28.3% | 20,433 | +31.1% | 0.48% | +47.4% |
| Q4 2017 | $448,000 | – | 15,587 | – | 0.33% | – |
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% |