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 | $7,667 | -0.4% | 315,003 | +3.3% | 3.42% | -6.1% |
| Q2 2023 | $7,700 | -0.4% | 304,960 | +1.7% | 3.65% | -1.0% |
| Q1 2023 | $7,730 | +8.8% | 299,735 | +6.0% | 3.68% | +7.2% |
| Q4 2022 | $7,107 | -99.9% | 282,791 | +1.2% | 3.44% | -3.8% |
| Q3 2022 | $6,971,000 | -3.2% | 279,393 | +2.2% | 3.57% | -1.2% |
| Q2 2022 | $7,205,000 | -7.0% | 273,453 | -1.9% | 3.61% | +9.3% |
| Q1 2022 | $7,745,000 | +2.2% | 278,694 | +9.0% | 3.30% | +7.2% |
| Q4 2021 | $7,575,000 | +3.6% | 255,753 | +4.5% | 3.08% | -2.5% |
| Q3 2021 | $7,309,000 | +4.5% | 244,856 | +5.0% | 3.16% | -16.8% |
| Q2 2021 | $6,996,000 | +27.2% | 233,111 | +25.7% | 3.80% | +42.9% |
| Q1 2021 | $5,499,000 | +70.6% | 185,464 | +77.2% | 2.66% | +71.8% |
| Q4 2020 | $3,223,000 | – | 104,680 | – | 1.55% | – |
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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% |