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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $49,015 | -1.6% | 1,932 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $49,826 | +207508.3% | 1,932 | +99.6% | 0.00% | +100.0% |
| Q4 2022 | $24 | -99.9% | 968 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $24,000 | -98.5% | 968 | -98.4% | 0.00% | -98.5% |
| Q2 2022 | $1,640,000 | +43.0% | 62,236 | +50.8% | 0.07% | +119.4% |
| Q1 2022 | $1,147,000 | -6.2% | 41,283 | 0.0% | 0.03% | +14.8% |
| Q4 2021 | $1,223,000 | -0.7% | 41,283 | 0.0% | 0.03% | -18.2% |
| Q3 2021 | $1,232,000 | -0.6% | 41,283 | 0.0% | 0.03% | -2.9% |
| Q2 2021 | $1,239,000 | +2.4% | 41,283 | +1.2% | 0.03% | +6.2% |
| Q1 2021 | $1,210,000 | – | 40,799 | – | 0.03% | – |
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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% |