SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 412 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $999,844 | +10.2% | 41,078 | +14.9% | 0.08% | +11.0% |
Q2 2023 | $906,939 | +10.1% | 35,748 | +12.0% | 0.07% | +4.3% |
Q1 2023 | $823,505 | +115236.8% | 31,931 | +12.3% | 0.07% | +6.1% |
Q4 2022 | $714 | -99.8% | 28,423 | +59.4% | 0.07% | +43.5% |
Q3 2022 | $445,000 | +2.3% | 17,833 | +8.1% | 0.05% | +17.9% |
Q2 2022 | $435,000 | -3.5% | 16,502 | +1.7% | 0.04% | +8.3% |
Q1 2022 | $451,000 | +5.6% | 16,220 | +12.4% | 0.04% | +2.9% |
Q4 2021 | $427,000 | +14.5% | 14,431 | +15.4% | 0.04% | -7.9% |
Q3 2021 | $373,000 | +29.1% | 12,507 | +30.1% | 0.04% | +31.0% |
Q2 2021 | $289,000 | +8.6% | 9,614 | +7.4% | 0.03% | +3.6% |
Q1 2021 | $266,000 | +14.7% | 8,955 | +18.6% | 0.03% | +7.7% |
Q4 2020 | $232,000 | – | 7,551 | – | 0.03% | – |
Download |
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% |