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 | $1,564,575 | -4.0% | 64,280 | +0.1% | 0.80% | -1.8% |
| Q2 2023 | $1,629,114 | -25.8% | 64,214 | -24.6% | 0.81% | -25.1% |
| Q1 2023 | $2,196,701 | -28.7% | 85,177 | -30.5% | 1.09% | -32.3% |
| Q4 2022 | $3,081,963 | +40.8% | 122,641 | +39.8% | 1.60% | +25.2% |
| Q3 2022 | $2,189,000 | +5.4% | 87,741 | +11.5% | 1.28% | +8.3% |
| Q2 2022 | $2,077,000 | +72.4% | 78,689 | +81.4% | 1.18% | +81.0% |
| Q1 2022 | $1,205,000 | -52.1% | 43,379 | -48.9% | 0.65% | -74.7% |
| Q4 2021 | $2,516,000 | – | 84,948 | – | 2.58% | – |
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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% |