SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 412 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,552,259 | -4.7% | 63,774 | -0.6% | 0.19% | -5.6% |
| Q2 2023 | $1,628,094 | -1.6% | 64,174 | 0.0% | 0.20% | -4.8% |
| Q1 2023 | $1,655,047 | +2.6% | 64,174 | 0.0% | 0.21% | -5.5% |
| Q4 2022 | $1,612,693 | +6.4% | 64,174 | +5.7% | 0.22% | -0.5% |
| Q3 2022 | $1,515,000 | -5.3% | 60,704 | 0.0% | 0.22% | -9.1% |
| Q2 2022 | $1,600,000 | -5.2% | 60,704 | 0.0% | 0.24% | -0.8% |
| Q1 2022 | $1,687,000 | -14.2% | 60,704 | -8.6% | 0.24% | -7.2% |
| Q4 2021 | $1,967,000 | -1.3% | 66,424 | -0.5% | 0.26% | -3.7% |
| Q3 2021 | $1,992,000 | +0.6% | 66,749 | +1.1% | 0.27% | -6.2% |
| Q2 2021 | $1,981,000 | +9.5% | 65,999 | +8.2% | 0.29% | +11.1% |
| Q1 2021 | $1,809,000 | +7.8% | 60,999 | +11.9% | 0.26% | -0.4% |
| Q4 2020 | $1,678,000 | – | 54,499 | – | 0.26% | – |
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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% |