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 | $5,556,064 | +286.7% | 228,269 | +303.1% | 0.58% | +299.3% |
| Q2 2023 | $1,436,842 | +147.7% | 56,635 | -1.0% | 0.15% | +356.2% |
| Q1 2023 | $580,064 | -62.2% | 57,187 | -6.5% | 0.03% | -53.6% |
| Q4 2022 | $1,536,405 | -25.5% | 61,138 | -26.0% | 0.07% | -43.4% |
| Q3 2022 | $2,062,000 | -22.7% | 82,654 | -17.7% | 0.12% | -48.5% |
| Q2 2022 | $2,666,000 | -15.0% | 100,484 | -11.0% | 0.24% | +33.9% |
| Q1 2022 | $3,138,000 | -0.8% | 112,934 | +5.7% | 0.18% | -33.7% |
| Q4 2021 | $3,163,000 | -67.0% | 106,794 | -66.9% | 0.27% | -65.1% |
| Q1 2021 | $9,576,000 | -33.4% | 322,971 | -30.9% | 0.77% | -42.3% |
| Q4 2020 | $14,389,000 | – | 467,315 | – | 1.33% | – |
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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% |