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 | $2,406,059 | -11.8% | 98,852 | -8.1% | 0.03% | 0.0% |
| Q2 2023 | $2,728,085 | +4.3% | 107,532 | +6.0% | 0.03% | -9.4% |
| Q1 2023 | $2,615,186 | +20.0% | 101,403 | +16.9% | 0.03% | -57.9% |
| Q4 2022 | $2,180,017 | +13.1% | 86,750 | +12.3% | 0.08% | 0.0% |
| Q3 2022 | $1,928,000 | -12.7% | 77,266 | -7.8% | 0.08% | -14.6% |
| Q2 2022 | $2,208,000 | -1.0% | 83,789 | +4.4% | 0.09% | +14.1% |
| Q1 2022 | $2,230,000 | +11.3% | 80,228 | +18.6% | 0.08% | +16.4% |
| Q4 2021 | $2,003,000 | +70.2% | 67,640 | +71.5% | 0.07% | +55.8% |
| Q3 2021 | $1,177,000 | +4.3% | 39,446 | +4.9% | 0.04% | -2.3% |
| Q2 2021 | $1,128,000 | +28.5% | 37,599 | +26.9% | 0.04% | +15.8% |
| Q1 2021 | $878,000 | +29.5% | 29,618 | +34.5% | 0.04% | +18.8% |
| Q4 2020 | $678,000 | +89.4% | 22,023 | +89.8% | 0.03% | +68.4% |
| Q3 2020 | $358,000 | -55.9% | 11,606 | -55.9% | 0.02% | -56.8% |
| Q2 2020 | $812,000 | +3283.3% | 26,306 | +3147.7% | 0.04% | +2100.0% |
| Q1 2020 | $24,000 | – | 810 | – | 0.00% | – |
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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% |