SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 394 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $311,309 | -2.2% | 12,790 | +2.0% | 0.07% | 0.0% |
| Q2 2023 | $318,267 | +0.7% | 12,545 | +2.4% | 0.07% | -4.1% |
| Q1 2023 | $316,031 | +7.7% | 12,254 | +5.5% | 0.07% | -28.2% |
| Q4 2022 | $293,344 | +0.1% | 11,613 | -1.0% | 0.10% | -10.4% |
| Q3 2022 | $293,000 | -1.7% | 11,736 | +6.1% | 0.12% | +13.9% |
| Q2 2022 | $298,000 | -25.1% | 11,060 | -22.8% | 0.10% | -15.1% |
| Q1 2022 | $398,000 | -16.0% | 14,319 | -10.6% | 0.12% | -15.0% |
| Q4 2021 | $474,000 | 0.0% | 16,014 | +0.8% | 0.14% | -1.4% |
| Q3 2021 | $474,000 | +1.7% | 15,888 | +3.4% | 0.14% | -2.7% |
| Q2 2021 | $466,000 | +45.6% | 15,370 | +43.4% | 0.15% | +44.6% |
| Q1 2021 | $320,000 | -30.3% | 10,720 | -28.1% | 0.10% | -42.0% |
| Q4 2020 | $459,000 | – | 14,906 | – | 0.17% | – |
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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% |