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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $167,410 | -4.1% | 6,878 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $174,494 | -1.6% | 6,878 | 0.0% | 0.07% | -5.3% |
| Q1 2023 | $177,383 | -83.6% | 6,878 | -84.2% | 0.08% | -85.3% |
| Q3 2022 | $1,083,000 | -94.2% | 43,422 | -93.8% | 0.51% | -93.9% |
| Q2 2022 | $18,563,000 | +371160.0% | 704,473 | +424281.3% | 8.38% | +418900.0% |
| Q1 2022 | $5,000 | -81.5% | 166 | -82.3% | 0.00% | -81.8% |
| Q4 2021 | $27,000 | -79.2% | 938 | -78.4% | 0.01% | -80.0% |
| Q3 2021 | $130,000 | -25.3% | 4,349 | -25.0% | 0.06% | -25.7% |
| Q2 2021 | $174,000 | +14.5% | 5,802 | +13.1% | 0.07% | +5.7% |
| Q1 2021 | $152,000 | -47.4% | 5,132 | -45.3% | 0.07% | -46.6% |
| Q4 2020 | $289,000 | -71.6% | 9,384 | -71.5% | 0.13% | -74.1% |
| Q3 2020 | $1,016,000 | -59.9% | 32,966 | -59.8% | 0.51% | -62.5% |
| Q2 2020 | $2,533,000 | -19.1% | 82,087 | -20.7% | 1.35% | -28.9% |
| Q1 2020 | $3,130,000 | -4.3% | 103,564 | -6.9% | 1.90% | +7.6% |
| Q4 2019 | $3,269,000 | -21.3% | 111,270 | -20.6% | 1.76% | -28.9% |
| Q3 2019 | $4,154,000 | +274.6% | 140,135 | +268.7% | 2.48% | +260.9% |
| Q2 2019 | $1,109,000 | -8.7% | 38,006 | -10.7% | 0.69% | -16.9% |
| Q1 2019 | $1,215,000 | +0.2% | 42,556 | -2.3% | 0.83% | -14.2% |
| Q4 2018 | $1,213,000 | – | 43,537 | – | 0.96% | – |
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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% |