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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $227,870 | -17.7% | 9,068 | -18.7% | 0.05% | -17.2% |
| Q3 2022 | $277,000 | -3.1% | 11,148 | +2.6% | 0.06% | +16.0% |
| Q2 2022 | $286,000 | -14.6% | 10,867 | -9.8% | 0.05% | +2.0% |
| Q1 2022 | $335,000 | +12.4% | 12,042 | +19.8% | 0.05% | +40.0% |
| Q4 2021 | $298,000 | -0.3% | 10,055 | +0.5% | 0.04% | -10.3% |
| Q3 2021 | $299,000 | +6.0% | 10,007 | +6.3% | 0.04% | +14.7% |
| Q2 2021 | $282,000 | +30.0% | 9,412 | +29.0% | 0.03% | +9.7% |
| Q1 2021 | $217,000 | -15.2% | 7,295 | -11.7% | 0.03% | -13.9% |
| Q4 2020 | $256,000 | +13.3% | 8,262 | +12.7% | 0.04% | +500.0% |
| Q3 2020 | $226,000 | +1.8% | 7,334 | +2.7% | 0.01% | -85.4% |
| Q2 2020 | $222,000 | – | 7,144 | – | 0.04% | – |
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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% |