SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 381 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $589,000 | -60.0% | 22,369 | -57.8% | 0.08% | -56.9% |
| Q1 2022 | $1,472,000 | -5.3% | 52,962 | +0.9% | 0.18% | -5.2% |
| Q4 2021 | $1,554,000 | -3.1% | 52,476 | -2.3% | 0.19% | -8.2% |
| Q3 2021 | $1,603,000 | -1.0% | 53,707 | -0.5% | 0.21% | -3.7% |
| Q2 2021 | $1,620,000 | +2.1% | 53,970 | +0.9% | 0.22% | -8.1% |
| Q1 2021 | $1,586,000 | -5.0% | 53,493 | -1.3% | 0.24% | -14.2% |
| Q4 2020 | $1,669,000 | -2.9% | 54,206 | -2.9% | 0.27% | -17.2% |
| Q3 2020 | $1,719,000 | +0.9% | 55,806 | +1.1% | 0.33% | -4.6% |
| Q2 2020 | $1,703,000 | +9.6% | 55,190 | +7.3% | 0.35% | +0.6% |
| Q1 2020 | $1,554,000 | +2.2% | 51,437 | -0.7% | 0.34% | +27.8% |
| Q4 2019 | $1,521,000 | +1.2% | 51,783 | +2.1% | 0.27% | -6.2% |
| Q3 2019 | $1,503,000 | +16.2% | 50,708 | +14.3% | 0.29% | +13.8% |
| Q2 2019 | $1,294,000 | +106.1% | 44,372 | +101.6% | 0.25% | +97.7% |
| Q1 2019 | $628,000 | +9.0% | 22,006 | +6.3% | 0.13% | -0.8% |
| Q4 2018 | $576,000 | – | 20,696 | – | 0.13% | – |
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% |