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 | $3,880,201 | +0.4% | 159,417 | +4.6% | 2.39% | +2.7% |
| Q2 2023 | $3,864,908 | -5.0% | 152,342 | -3.5% | 2.32% | -10.8% |
| Q1 2023 | $4,069,679 | +6.0% | 157,801 | +3.3% | 2.60% | -0.9% |
| Q4 2022 | $3,839,470 | +3.8% | 152,784 | +3.0% | 2.63% | -9.1% |
| Q3 2022 | $3,700,000 | -3.8% | 148,292 | +1.6% | 2.89% | +4.4% |
| Q2 2022 | $3,846,000 | -14.8% | 145,944 | -10.2% | 2.77% | -3.4% |
| Q1 2022 | $4,515,000 | -4.0% | 162,471 | +2.3% | 2.87% | -1.0% |
| Q4 2021 | $4,705,000 | +3.0% | 158,847 | +3.4% | 2.90% | -3.0% |
| Q3 2021 | $4,569,000 | – | 153,594 | – | 2.99% | – |
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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% |