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 | $1,348,604 | +3.5% | 55,407 | +7.8% | 1.10% | +9.0% |
| Q2 2023 | $1,303,498 | -1.3% | 51,379 | +0.3% | 1.01% | -6.2% |
| Q1 2023 | $1,321,243 | +6.8% | 51,231 | +4.1% | 1.07% | +1.1% |
| Q4 2022 | $1,236,567 | +163.1% | 49,207 | +161.2% | 1.06% | +180.4% |
| Q3 2022 | $470,000 | +2.0% | 18,839 | +7.7% | 0.38% | +12.2% |
| Q2 2022 | $461,000 | -61.0% | 17,496 | -58.8% | 0.34% | -57.4% |
| Q1 2022 | $1,181,000 | -2.5% | 42,509 | +3.9% | 0.79% | +1.3% |
| Q4 2021 | $1,211,000 | +7.4% | 40,895 | +8.2% | 0.78% | -1.6% |
| Q3 2021 | $1,128,000 | +7.4% | 37,794 | +8.0% | 0.80% | +6.1% |
| Q2 2021 | $1,050,000 | +13.4% | 34,993 | +12.1% | 0.75% | +3.5% |
| Q1 2021 | $926,000 | +31.7% | 31,221 | +36.8% | 0.72% | +22.1% |
| Q4 2020 | $703,000 | – | 22,822 | – | 0.59% | – |
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% |