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 | $58,634 | -68.7% | 2,409 | -67.4% | 0.05% | -68.0% |
| Q2 2023 | $187,484 | -12.8% | 7,390 | -11.3% | 0.17% | -11.1% |
| Q1 2023 | $214,934 | -32.5% | 8,334 | -34.2% | 0.19% | -38.7% |
| Q4 2022 | $318,196 | +55.2% | 12,662 | +54.3% | 0.31% | +58.2% |
| Q3 2022 | $205,000 | -99.5% | 8,205 | +404.3% | 0.20% | +444.4% |
| Q2 2022 | $44,774,000 | +44674.0% | 1,627 | -55.2% | 0.04% | -41.9% |
| Q1 2022 | $100,000 | -98.1% | 3,630 | -97.7% | 0.06% | +44.2% |
| Q4 2021 | $5,372,000 | +5803.3% | 159,118 | +5144.5% | 0.04% | +7.5% |
| Q2 2021 | $91,000 | – | 3,034 | – | 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% |