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 | $830,013 | +83.5% | 34,100 | +91.3% | 0.02% | +70.0% |
| Q2 2023 | $452,327 | +19.3% | 17,829 | +21.3% | 0.01% | +11.1% |
| Q1 2023 | $379,113 | -17.1% | 14,700 | -19.2% | 0.01% | -25.0% |
| Q4 2022 | $457,038 | -13.4% | 18,187 | -14.1% | 0.01% | -14.3% |
| Q3 2022 | $528,000 | +23.7% | 21,167 | +30.7% | 0.01% | +27.3% |
| Q2 2022 | $427,000 | -77.5% | 16,192 | -76.3% | 0.01% | -73.2% |
| Q1 2022 | $1,896,000 | -23.8% | 68,189 | -18.8% | 0.04% | -18.0% |
| Q4 2021 | $2,488,000 | – | 83,986 | – | 0.05% | – |
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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% |