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 | $399,800 | -1.6% | 16,426 | +2.6% | 0.08% | -7.3% |
| Q2 2023 | $406,348 | +82.3% | 16,016 | +85.3% | 0.08% | -20.4% |
| Q1 2023 | $222,920 | -38.2% | 8,644 | -39.8% | 0.10% | -46.4% |
| Q4 2022 | $360,557 | -43.5% | 14,348 | -43.9% | 0.19% | -49.9% |
| Q3 2022 | $638,000 | -7.4% | 25,578 | -2.2% | 0.38% | -7.3% |
| Q2 2022 | $689,000 | -94.4% | 26,164 | -94.1% | 0.41% | -92.4% |
| Q1 2022 | $12,278,000 | +98.4% | 441,818 | +111.5% | 5.45% | +90.6% |
| Q4 2021 | $6,187,000 | +467.6% | 208,879 | +471.9% | 2.86% | +402.6% |
| Q3 2021 | $1,090,000 | +2219.1% | 36,523 | +2213.0% | 0.57% | +2176.0% |
| Q2 2021 | $47,000 | +23.7% | 1,579 | +24.5% | 0.02% | +19.0% |
| Q1 2021 | $38,000 | +123.5% | 1,268 | +132.7% | 0.02% | +90.9% |
| Q4 2020 | $17,000 | +54.5% | 545 | +53.5% | 0.01% | +22.2% |
| Q3 2020 | $11,000 | – | 355 | – | 0.01% | – |
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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% |