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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $446,537 | +56.1% | 17,769 | +63.8% | 0.09% | +63.2% |
| Q2 2022 | $286,000 | -17.1% | 10,847 | -6.9% | 0.06% | -14.9% |
| Q4 2021 | $345,000 | -16.1% | 11,654 | -15.4% | 0.07% | -25.6% |
| Q3 2021 | $411,000 | +104.5% | 13,771 | +105.5% | 0.09% | +95.7% |
| Q2 2021 | $201,000 | -28.2% | 6,702 | -26.2% | 0.05% | -51.6% |
| Q3 2020 | $280,000 | -63.9% | 9,086 | -63.9% | 0.10% | -67.6% |
| Q2 2020 | $776,000 | -18.4% | 25,148 | -20.1% | 0.29% | -32.8% |
| Q1 2020 | $951,000 | +16.7% | 31,483 | +13.5% | 0.44% | +29.4% |
| Q4 2019 | $815,000 | -16.8% | 27,734 | -16.0% | 0.34% | -28.1% |
| Q3 2019 | $979,000 | +347.0% | 33,028 | +345.5% | 0.47% | +290.8% |
| Q2 2019 | $219,000 | -16.7% | 7,413 | -19.5% | 0.12% | -33.3% |
| Q1 2019 | $263,000 | -6.1% | 9,213 | -8.4% | 0.18% | -28.6% |
| Q4 2018 | $280,000 | – | 10,060 | – | 0.25% | – |
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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% |