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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,099,053 | +0.7% | 158,940 | -1.9% | 0.49% | -44.3% |
| Q4 2022 | $4,070,793 | -33.1% | 161,989 | -33.5% | 0.88% | -46.9% |
| Q3 2022 | $6,082,000 | -13.0% | 243,751 | -8.2% | 1.66% | -13.1% |
| Q2 2022 | $6,994,000 | -7.1% | 265,424 | -2.0% | 1.91% | +6.0% |
| Q1 2022 | $7,526,000 | -10.5% | 270,804 | -4.6% | 1.80% | -20.6% |
| Q4 2021 | $8,409,000 | +1764.5% | 283,905 | +1777.3% | 2.27% | +887.0% |
| Q3 2021 | $451,000 | – | 15,123 | – | 0.23% | – |
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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% |