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 | $212,050 | -47.4% | 8,712 | -45.1% | 0.23% | -27.5% |
| Q2 2023 | $402,799 | -94.9% | 15,877 | -94.9% | 0.32% | -95.6% |
| Q4 2022 | $7,893,335 | +54.0% | 314,100 | +52.9% | 7.19% | +14.1% |
| Q3 2022 | $5,126,000 | +33.8% | 205,456 | +41.3% | 6.30% | +66.2% |
| Q2 2022 | $3,830,000 | -32.1% | 145,358 | -28.4% | 3.79% | -21.6% |
| Q1 2022 | $5,643,000 | -3.2% | 203,056 | +3.1% | 4.84% | +7.6% |
| Q4 2021 | $5,832,000 | – | 196,908 | – | 4.50% | – |
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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% |