SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 399 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 4,260.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,472,088 | +0.3% | 512,411 | +4.5% | 13.64% | +50.0% |
| Q2 2023 | $12,435,666 | +13.2% | 490,172 | +15.1% | 9.10% | +7.0% |
| Q1 2023 | $10,985,134 | -1.7% | 425,945 | -4.2% | 8.50% | -10.0% |
| Q4 2022 | $11,173,989 | +68.5% | 444,647 | +86.3% | 9.44% | +73.6% |
| Q1 2022 | $6,632,000 | +19.2% | 238,642 | +27.1% | 5.44% | +7.9% |
| Q4 2021 | $5,562,000 | – | 187,783 | – | 5.04% | – |
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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% |