SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 399 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 4,260.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $725,090 | -4.2% | 29,790 | -0.2% | 0.11% | -12.1% |
| Q2 2023 | $756,938 | -1.8% | 29,836 | -0.2% | 0.12% | -33.0% |
| Q1 2023 | $771,044 | +264.4% | 29,897 | +255.0% | 0.18% | +230.4% |
| Q4 2022 | $211,607 | +2.2% | 8,421 | +1.5% | 0.06% | -9.7% |
| Q3 2022 | $207,000 | -79.6% | 8,298 | -77.2% | 0.06% | -78.8% |
| Q1 2022 | $1,013,000 | -58.8% | 36,454 | -56.1% | 0.29% | -41.5% |
| Q4 2021 | $2,457,000 | +3.5% | 82,950 | +4.3% | 0.50% | -2.9% |
| Q3 2021 | $2,374,000 | +0.9% | 79,537 | +1.4% | 0.52% | +5.7% |
| Q2 2021 | $2,353,000 | +22.8% | 78,409 | +21.3% | 0.49% | +12.4% |
| Q1 2021 | $1,916,000 | +10.1% | 64,619 | +14.6% | 0.43% | -58.1% |
| Q2 2020 | $1,740,000 | – | 56,399 | – | 1.04% | – |
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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% |