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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $243,000 | -47.7% | 9,759 | -44.7% | 0.17% | -34.5% |
| Q2 2022 | $465,000 | -15.6% | 17,656 | -11.0% | 0.26% | +0.4% |
| Q1 2022 | $551,000 | -7.7% | 19,845 | -1.5% | 0.26% | -4.7% |
| Q4 2021 | $597,000 | -2.5% | 20,143 | -1.7% | 0.28% | -13.2% |
| Q3 2021 | $612,000 | -4.7% | 20,486 | -4.2% | 0.32% | -7.8% |
| Q2 2021 | $642,000 | -4.7% | 21,395 | -5.9% | 0.34% | -10.6% |
| Q1 2021 | $674,000 | -47.1% | 22,729 | -45.1% | 0.39% | -53.4% |
| Q4 2020 | $1,274,000 | +0.8% | 41,379 | +0.8% | 0.83% | -24.6% |
| Q3 2020 | $1,264,000 | -12.6% | 41,053 | -12.5% | 1.10% | -30.3% |
| Q2 2020 | $1,447,000 | -5.5% | 46,893 | -7.5% | 1.58% | -19.2% |
| Q1 2020 | $1,532,000 | -8.3% | 50,713 | -10.8% | 1.95% | +36.3% |
| Q4 2019 | $1,670,000 | – | 56,842 | – | 1.43% | – |
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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% |