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 | $248 | -4.2% | 10,198 | 0.0% | 0.04% | -2.2% |
| Q2 2023 | $259 | -1.5% | 10,198 | 0.0% | 0.05% | -9.8% |
| Q1 2023 | $263 | -7.7% | 10,198 | -8.2% | 0.05% | -13.6% |
| Q4 2022 | $285 | -99.9% | 11,104 | -1.8% | 0.06% | -15.7% |
| Q3 2022 | $281,000 | -8.8% | 11,307 | -3.1% | 0.07% | -11.4% |
| Q2 2022 | $308,000 | -13.7% | 11,673 | -11.2% | 0.08% | +19.7% |
| Q1 2022 | $357,000 | -17.6% | 13,146 | -10.6% | 0.07% | -16.5% |
| Q4 2021 | $433,000 | -5.5% | 14,702 | -3.9% | 0.08% | -17.7% |
| Q3 2021 | $458,000 | -12.4% | 15,303 | -12.1% | 0.10% | -15.0% |
| Q2 2021 | $523,000 | +5.4% | 17,419 | +4.1% | 0.11% | -4.2% |
| Q1 2021 | $496,000 | +0.4% | 16,734 | +4.2% | 0.12% | -6.3% |
| Q4 2020 | $494,000 | +72.1% | 16,056 | +71.5% | 0.13% | +51.8% |
| Q3 2020 | $287,000 | -0.7% | 9,361 | 0.0% | 0.08% | -9.8% |
| Q2 2020 | $289,000 | +2.1% | 9,361 | 0.0% | 0.09% | -19.3% |
| Q1 2020 | $283,000 | +31.0% | 9,361 | +27.3% | 0.11% | +44.3% |
| Q4 2019 | $216,000 | +6.4% | 7,356 | +7.3% | 0.08% | -10.2% |
| Q3 2019 | $203,000 | – | 6,854 | – | 0.09% | – |
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% |