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 | $2,917,399 | +31.1% | 121,356 | +38.3% | 0.15% | +34.9% |
| Q2 2023 | $2,225,929 | -31.3% | 87,739 | -29.9% | 0.11% | -36.6% |
| Q1 2023 | $3,241,846 | +56.2% | 125,119 | +51.5% | 0.17% | +20.3% |
| Q4 2022 | $2,074,996 | +195.6% | 82,570 | +189.4% | 0.14% | +169.8% |
| Q3 2022 | $702,000 | +10.7% | 28,527 | +18.5% | 0.05% | +3.9% |
| Q2 2022 | $634,000 | +1.1% | 24,070 | +3.2% | 0.05% | +4.1% |
| Q1 2022 | $627,000 | +502.9% | 23,329 | +571.7% | 0.05% | +390.0% |
| Q3 2021 | $104,000 | -37.3% | 3,473 | -37.1% | 0.01% | -41.2% |
| Q2 2021 | $166,000 | +591.7% | 5,525 | +595.0% | 0.02% | +466.7% |
| Q1 2021 | $24,000 | +4.3% | 795 | +6.9% | 0.00% | 0.0% |
| Q4 2020 | $23,000 | 0.0% | 744 | +0.4% | 0.00% | 0.0% |
| Q3 2020 | $23,000 | +35.3% | 741 | +37.2% | 0.00% | 0.0% |
| Q2 2020 | $17,000 | – | 540 | – | 0.00% | – |
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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% |