SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 399 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 4,260.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,830,338 | +11.8% | 650,383 | +16.5% | 0.03% | +13.0% |
| Q2 2023 | $14,162,523 | +22.2% | 558,239 | +24.3% | 0.02% | +15.0% |
| Q1 2023 | $11,585,822 | +26.6% | 449,237 | +23.4% | 0.02% | +25.0% |
| Q4 2022 | $9,148,275 | +28.2% | 364,038 | +27.3% | 0.02% | +6.7% |
| Q3 2022 | $7,134,000 | -9.8% | 285,945 | -4.7% | 0.02% | 0.0% |
| Q2 2022 | $7,908,000 | +34.7% | 300,132 | +42.1% | 0.02% | +50.0% |
| Q1 2022 | $5,869,000 | -8.8% | 211,187 | -2.8% | 0.01% | 0.0% |
| Q4 2021 | $6,436,000 | +34.4% | 217,277 | +35.4% | 0.01% | +11.1% |
| Q3 2021 | $4,790,000 | +76.0% | 160,468 | +76.9% | 0.01% | +80.0% |
| Q2 2021 | $2,722,000 | +1.1% | 90,716 | -0.1% | 0.01% | 0.0% |
| Q1 2021 | $2,693,000 | +7178.4% | 90,831 | +7520.1% | 0.01% | – |
| Q4 2020 | $37,000 | +516.7% | 1,192 | +508.2% | 0.00% | – |
| Q1 2020 | $6,000 | -70.0% | 196 | -71.9% | 0.00% | – |
| Q1 2019 | $20,000 | -79.8% | 697 | -79.9% | 0.00% | – |
| Q4 2017 | $99,000 | – | 3,460 | – | 0.00% | – |
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% |