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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $672,490 | +1.1% | 27,629 | +5.4% | 0.57% | +6.4% |
Q2 2023 | $665,278 | +58.6% | 26,223 | +61.3% | 0.53% | +52.7% |
Q1 2023 | $419,345 | +3.6% | 16,260 | +1.0% | 0.35% | +0.9% |
Q4 2022 | $404,719 | -90.9% | 16,105 | -90.9% | 0.35% | -91.4% |
Q3 2022 | $4,431,000 | -13.5% | 177,634 | -8.7% | 4.04% | -8.3% |
Q2 2022 | $5,124,000 | +185.0% | 194,464 | +199.5% | 4.41% | +201.3% |
Q1 2022 | $1,798,000 | +152.2% | 64,934 | +169.7% | 1.46% | +152.7% |
Q4 2021 | $713,000 | – | 24,073 | – | 0.58% | – |
Download |
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% |