SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 412 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,593,004 | +30.8% | 65,448 | +36.3% | 0.99% | +33.6% |
| Q2 2023 | $1,218,141 | -4.6% | 48,015 | -3.0% | 0.74% | -9.0% |
| Q1 2023 | $1,276,553 | -34.6% | 49,498 | -36.3% | 0.81% | -38.7% |
| Q4 2022 | $1,952,551 | -7.6% | 77,698 | -8.3% | 1.33% | -35.9% |
| Q3 2022 | $2,114,000 | -63.0% | 84,719 | -60.9% | 2.07% | -57.4% |
| Q2 2022 | $5,716,000 | +15.4% | 216,925 | +21.7% | 4.86% | +21.2% |
| Q1 2022 | $4,953,000 | +49.5% | 178,232 | +59.3% | 4.00% | +38.2% |
| Q4 2021 | $3,313,000 | – | 111,858 | – | 2.90% | – |
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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% |