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 | $1,042,911 | +5.1% | 42,848 | +9.6% | 0.70% | +7.8% |
| Q2 2023 | $991,875 | +16.9% | 39,096 | +18.9% | 0.64% | +21.9% |
| Q1 2023 | $848,324 | +5.9% | 32,894 | +3.2% | 0.53% | +0.4% |
| Q4 2022 | $800,974 | +9.3% | 31,873 | +8.5% | 0.53% | -9.3% |
| Q3 2022 | $733,000 | -7.0% | 29,373 | -1.8% | 0.58% | -14.3% |
| Q2 2022 | $788,000 | -7.0% | 29,917 | -1.9% | 0.68% | -0.1% |
| Q1 2022 | $847,000 | -16.3% | 30,482 | -10.8% | 0.68% | -15.0% |
| Q4 2021 | $1,012,000 | – | 34,169 | – | 0.80% | – |
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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% |