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 | $69,952,612 | -1.1% | 2,757,296 | -1.1% | 11.22% | +0.4% |
| Q2 2023 | $70,710,383 | +104.5% | 2,787,165 | +102.6% | 11.18% | +75.3% |
| Q1 2023 | $34,575,587 | +1.1% | 1,375,869 | +1.1% | 6.38% | -1.8% |
| Q4 2022 | $34,184,774 | +2.6% | 1,360,317 | +1.9% | 6.50% | -2.3% |
| Q3 2022 | $33,319,000 | -2.7% | 1,335,444 | +2.7% | 6.65% | +0.8% |
| Q2 2022 | $34,250,000 | -8.4% | 1,299,793 | +2.9% | 6.60% | +5.8% |
| Q1 2022 | $37,408,000 | -0.3% | 1,262,926 | -0.3% | 6.23% | -0.1% |
| Q4 2021 | $37,539,000 | +2.0% | 1,267,339 | +2.7% | 6.24% | -4.6% |
| Q3 2021 | $36,818,000 | +13.9% | 1,233,425 | +13.2% | 6.54% | +5.5% |
| Q2 2021 | $32,318,000 | -0.6% | 1,089,970 | -0.6% | 6.20% | -0.2% |
| Q1 2021 | $32,509,000 | +12.6% | 1,096,441 | +17.0% | 6.21% | +3.4% |
| Q4 2020 | $28,864,000 | – | 937,441 | – | 6.00% | – |
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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% |