SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 394 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $222,000 | -8.3% | 7,983 | -2.1% | 0.03% | -16.1% |
| Q4 2021 | $242,000 | -46.6% | 8,158 | -46.2% | 0.03% | -55.7% |
| Q3 2021 | $453,000 | -37.1% | 15,172 | -36.8% | 0.07% | -38.1% |
| Q2 2021 | $720,000 | -7.2% | 23,996 | -8.3% | 0.11% | -31.5% |
| Q1 2021 | $776,000 | -25.6% | 26,164 | -22.7% | 0.16% | -37.0% |
| Q4 2020 | $1,043,000 | -21.1% | 33,868 | -21.1% | 0.26% | -35.9% |
| Q3 2020 | $1,322,000 | -11.9% | 42,901 | -11.7% | 0.41% | -22.7% |
| Q2 2020 | $1,500,000 | -38.9% | 48,611 | -40.2% | 0.53% | -63.1% |
| Q1 2020 | $2,457,000 | -76.3% | 81,289 | -77.0% | 1.43% | -79.9% |
| Q4 2019 | $10,373,000 | +7.8% | 353,064 | +8.7% | 7.12% | -1.7% |
| Q3 2019 | $9,625,000 | +6.6% | 324,720 | +4.9% | 7.24% | -5.8% |
| Q2 2019 | $9,027,000 | +6.8% | 309,450 | +4.5% | 7.70% | +0.4% |
| Q1 2019 | $8,451,000 | +128.8% | 296,107 | +123.3% | 7.67% | +43.1% |
| Q4 2018 | $3,693,000 | – | 132,589 | – | 5.36% | – |
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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% |