SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 393 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,313,940 | -6.0% | 95,067 | -2.0% | 1.59% | -1.2% |
| Q2 2023 | $2,462,267 | -12.0% | 97,054 | -10.6% | 1.61% | -0.3% |
| Q1 2023 | $2,798,886 | +104102.8% | 108,526 | +1.5% | 1.61% | +14.2% |
| Q4 2022 | $2,686 | -99.9% | 106,870 | -8.2% | 1.41% | -16.6% |
| Q3 2022 | $2,904,000 | -24.5% | 116,375 | -20.3% | 1.69% | -21.8% |
| Q2 2022 | $3,846,000 | -47.9% | 145,945 | -45.1% | 2.16% | -43.6% |
| Q1 2022 | $7,383,000 | +1.6% | 265,669 | +8.3% | 3.84% | +2.6% |
| Q4 2021 | $7,268,000 | – | 245,364 | – | 3.74% | – |
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% |