SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 351 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $680,269 | -84.6% | 27,070 | -84.7% | 0.70% | -83.4% |
| Q3 2022 | $4,411,000 | +55.6% | 176,782 | +64.3% | 4.24% | +39.4% |
| Q2 2022 | $2,835,000 | -61.4% | 107,576 | -59.3% | 3.04% | -49.2% |
| Q1 2022 | $7,350,000 | +239.8% | 264,492 | +262.3% | 5.98% | +215.1% |
| Q4 2021 | $2,163,000 | -6.8% | 73,011 | -6.1% | 1.90% | -0.9% |
| Q3 2021 | $2,322,000 | +2.3% | 77,790 | +2.9% | 1.91% | +1.1% |
| Q2 2021 | $2,270,000 | -5.4% | 75,625 | -6.6% | 1.89% | -10.8% |
| Q1 2021 | $2,400,000 | +9.2% | 80,932 | +13.4% | 2.12% | +8.9% |
| Q4 2020 | $2,198,000 | – | 71,391 | – | 1.95% | – |
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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% |