SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 393 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $840,651 | -19.8% | 34,538 | -16.4% | 0.04% | -19.2% |
| Q2 2023 | $1,047,671 | +58.4% | 41,296 | +61.0% | 0.05% | +44.4% |
| Q1 2023 | $661,299 | -8.5% | 25,642 | -10.9% | 0.04% | -18.2% |
| Q4 2022 | $723,088 | -1.4% | 28,774 | +3.4% | 0.04% | -10.2% |
| Q3 2022 | $733,000 | 0.0% | 27,823 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $733,000 | -3.6% | 27,823 | +8.5% | 0.05% | +8.9% |
| Q4 2021 | $760,000 | -55.1% | 25,652 | -54.8% | 0.04% | -16.7% |
| Q3 2021 | $1,694,000 | +3.9% | 56,763 | +4.5% | 0.05% | +3.8% |
| Q2 2021 | $1,630,000 | +26.7% | 54,321 | +25.1% | 0.05% | +13.0% |
| Q1 2021 | $1,287,000 | – | 43,412 | – | 0.05% | – |
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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% |