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 | $464,894 | -6.8% | 19,100 | -2.8% | 0.48% | -0.4% |
| Q2 2023 | $498,685 | +5.6% | 19,657 | +4.6% | 0.48% | +1.3% |
| Q1 2023 | $472,394 | 0.0% | 18,798 | 0.0% | 0.47% | +0.4% |
| Q4 2022 | $472,394 | +29.4% | 18,798 | +28.5% | 0.47% | +20.2% |
| Q3 2022 | $365,000 | +9.6% | 14,627 | +15.8% | 0.39% | +13.0% |
| Q2 2022 | $333,000 | -3.8% | 12,630 | +1.3% | 0.35% | +13.8% |
| Q1 2022 | $346,000 | -13.3% | 12,466 | -7.3% | 0.30% | -15.5% |
| Q4 2021 | $399,000 | – | 13,454 | – | 0.36% | – |
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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% |