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 | $1,449,397 | -14.8% | 59,548 | -11.2% | 0.05% | -60.2% |
| Q2 2023 | $1,700,628 | -37.2% | 67,033 | -36.1% | 0.12% | -40.0% |
| Q1 2023 | $2,706,326 | -28.3% | 104,937 | -30.1% | 0.20% | -34.1% |
| Q4 2022 | $3,772,641 | +99.5% | 150,125 | +98.1% | 0.31% | +73.7% |
| Q3 2022 | $1,891,000 | +4.0% | 75,789 | +9.8% | 0.18% | +7.2% |
| Q2 2022 | $1,819,000 | +42.9% | 69,019 | +50.7% | 0.17% | +68.7% |
| Q1 2022 | $1,273,000 | -29.6% | 45,790 | -24.9% | 0.10% | -25.0% |
| Q4 2021 | $1,807,000 | – | 60,992 | – | 0.13% | – |
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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% |