SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 412 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $192,851 | -34.3% | 7,923 | -31.5% | 0.08% | -27.6% |
Q2 2023 | $293,452 | -1.1% | 11,567 | +0.5% | 0.12% | -21.6% |
Q1 2023 | $296,702 | +3.0% | 11,505 | +0.3% | 0.15% | +12.1% |
Q4 2022 | $288,119 | +2.5% | 11,465 | +1.6% | 0.13% | -7.7% |
Q3 2022 | $281,000 | +39.1% | 11,279 | +46.8% | 0.14% | +40.2% |
Q2 2022 | $202,000 | -4.7% | 7,683 | +0.6% | 0.10% | +8.5% |
Q1 2022 | $212,000 | -15.5% | 7,639 | -10.0% | 0.09% | -6.9% |
Q4 2021 | $251,000 | -0.4% | 8,484 | +0.7% | 0.10% | -14.4% |
Q3 2021 | $252,000 | -0.4% | 8,428 | +0.1% | 0.12% | +2.6% |
Q2 2021 | $253,000 | +0.8% | 8,423 | +0.2% | 0.12% | -7.3% |
Q1 2021 | $251,000 | -40.1% | 8,408 | -38.1% | 0.12% | -47.7% |
Q4 2020 | $419,000 | -2.1% | 13,586 | -2.1% | 0.24% | -7.4% |
Q3 2020 | $428,000 | – | 13,873 | – | 0.26% | – |
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% |