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 | $9,141,007 | +0.5% | 375,555 | +4.8% | 6.54% | +1.9% |
| Q2 2023 | $9,094,386 | +2.7% | 358,470 | +5.2% | 6.42% | -5.1% |
| Q1 2023 | $8,858,803 | +11.8% | 340,592 | +8.0% | 6.76% | +0.7% |
| Q4 2022 | $7,921,651 | +2.9% | 315,227 | +2.2% | 6.71% | -0.2% |
| Q3 2022 | $7,699,000 | +1.3% | 308,464 | +6.6% | 6.72% | +4.4% |
| Q2 2022 | $7,597,000 | +1.0% | 289,415 | +3.3% | 6.44% | +4.9% |
| Q1 2022 | $7,522,000 | -11.6% | 280,269 | -2.4% | 6.14% | -4.1% |
| Q4 2021 | $8,505,000 | – | 287,151 | – | 6.40% | – |
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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% |