SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 399 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 62.05 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,528,722 | -11.1% | 62,807 | -7.3% | 0.60% | -18.7% |
| Q2 2023 | $1,718,691 | -48.5% | 67,745 | -47.6% | 0.73% | -53.5% |
| Q1 2023 | $3,335,498 | +49.6% | 129,333 | +45.7% | 1.58% | +25.4% |
| Q4 2022 | $2,230,313 | +9.9% | 88,751 | +7.6% | 1.26% | +8.8% |
| Q3 2022 | $2,029,000 | +169.8% | 82,508 | +189.2% | 1.15% | +141.9% |
| Q2 2022 | $752,000 | +53.8% | 28,531 | +62.1% | 0.48% | +47.7% |
| Q1 2022 | $489,000 | +7.0% | 17,606 | +14.1% | 0.32% | -11.3% |
| Q4 2021 | $457,000 | – | 15,429 | – | 0.36% | – |
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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% |