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 | $2,630,801 | +5.6% | 108,085 | +10.1% | 0.82% | +10.7% |
| Q2 2023 | $2,490,551 | +3.7% | 98,169 | +5.4% | 0.74% | -0.4% |
| Q1 2023 | $2,401,834 | -72.1% | 93,130 | -72.8% | 0.74% | -74.3% |
| Q4 2022 | $8,613,774 | +99.6% | 342,769 | +98.2% | 2.88% | +55.1% |
| Q3 2022 | $4,315,000 | +170.0% | 172,965 | +185.2% | 1.86% | +154.2% |
| Q2 2022 | $1,598,000 | – | 60,652 | – | 0.73% | – |
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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% |