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 | $336,080 | -12.1% | 13,808 | -8.4% | 0.30% | -9.4% |
| Q2 2023 | $382,341 | -4.7% | 15,071 | -3.1% | 0.33% | -10.1% |
| Q1 2023 | $401,229 | -5.7% | 15,558 | -8.1% | 0.37% | -11.8% |
| Q4 2022 | $425,269 | -13.7% | 16,923 | -9.6% | 0.42% | -17.9% |
| Q2 2022 | $493,000 | -16.9% | 18,713 | -12.4% | 0.51% | -1.9% |
| Q1 2022 | $593,000 | -2.3% | 21,355 | -0.2% | 0.52% | -5.0% |
| Q4 2021 | $607,000 | – | 21,404 | – | 0.54% | – |
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% |