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 2023 | $319,805 | -13.0% | 13,139 | -9.4% | 0.06% | 0.0% |
| Q2 2023 | $367,791 | -16.2% | 14,497 | -14.8% | 0.06% | -28.4% |
| Q1 2023 | $438,974 | -16.0% | 17,021 | -15.1% | 0.08% | -33.1% |
| Q4 2022 | $522,469 | +4.5% | 20,041 | 0.0% | 0.12% | -16.0% |
| Q3 2022 | $500,000 | -41.5% | 20,041 | -38.2% | 0.14% | -32.7% |
| Q2 2022 | $854,000 | +125.3% | 32,417 | +137.4% | 0.21% | +137.8% |
| Q1 2022 | $379,000 | – | 13,654 | – | 0.09% | – |
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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% |