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 | $2,434,378 | -4.3% | 100,016 | -0.3% | 1.35% | +1.6% |
| Q2 2023 | $2,544,436 | -3.3% | 100,293 | -1.7% | 1.33% | -6.7% |
| Q1 2023 | $2,632,447 | +3.4% | 102,074 | +0.8% | 1.42% | -4.6% |
| Q4 2022 | $2,545,971 | +44.6% | 101,313 | +43.0% | 1.49% | +30.6% |
| Q3 2022 | $1,761,000 | +3.7% | 70,841 | +10.4% | 1.14% | +7.8% |
| Q2 2022 | $1,698,000 | +2.3% | 64,186 | +7.4% | 1.06% | -2.1% |
| Q1 2022 | $1,660,000 | -2.2% | 59,736 | -0.2% | 1.08% | -11.9% |
| Q4 2021 | $1,698,000 | -1.1% | 59,844 | +4.0% | 1.23% | +2.8% |
| Q3 2021 | $1,717,000 | -4.5% | 57,519 | -4.0% | 1.20% | -5.8% |
| Q2 2021 | $1,798,000 | +13.0% | 59,897 | +11.6% | 1.27% | -1.8% |
| Q1 2021 | $1,591,000 | +2.9% | 53,669 | +6.9% | 1.30% | +5.5% |
| Q4 2020 | $1,546,000 | – | 50,214 | – | 1.23% | – |
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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% |