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 | $13,028,886 | -4.1% | 535,287 | 0.0% | 9.39% | -0.5% |
| Q2 2023 | $13,580,231 | -16.0% | 535,287 | -14.7% | 9.43% | -16.1% |
| Q1 2023 | $16,176,135 | +2.3% | 627,225 | -0.3% | 11.24% | +0.9% |
| Q4 2022 | $15,810,435 | +25.8% | 629,146 | +24.9% | 11.14% | -10.7% |
| Q3 2022 | $12,565,000 | +3.3% | 503,627 | +9.1% | 12.47% | +24.2% |
| Q2 2022 | $12,167,000 | -12.0% | 461,782 | -7.2% | 10.04% | +12.7% |
| Q1 2022 | $13,827,000 | -5.6% | 497,562 | +0.6% | 8.91% | +5.3% |
| Q4 2021 | $14,652,000 | – | 494,681 | – | 8.46% | – |
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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% |