SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 400 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,491,411 | -3.7% | 184,528 | +0.4% | 2.50% | -1.3% |
| Q2 2023 | $4,662,362 | -1.9% | 183,775 | -0.2% | 2.53% | -4.2% |
| Q1 2023 | $4,751,127 | +13.7% | 184,224 | +10.8% | 2.64% | +15.5% |
| Q4 2022 | $4,178,968 | -2.5% | 166,293 | -3.2% | 2.29% | -8.7% |
| Q3 2022 | $4,286,000 | -6.7% | 171,805 | -1.5% | 2.51% | -1.6% |
| Q2 2022 | $4,594,000 | -5.2% | 174,357 | -3.4% | 2.55% | +4.9% |
| Q1 2022 | $4,844,000 | -13.4% | 180,487 | -4.4% | 2.43% | +4.0% |
| Q4 2021 | $5,594,000 | +1.5% | 188,882 | +2.3% | 2.34% | -15.4% |
| Q3 2021 | $5,509,000 | +6.2% | 184,557 | +6.8% | 2.76% | +3.9% |
| Q2 2021 | $5,187,000 | -1.6% | 172,849 | -2.8% | 2.66% | -6.5% |
| Q1 2021 | $5,273,000 | -12.2% | 177,873 | -8.8% | 2.84% | -11.7% |
| Q4 2020 | $6,008,000 | – | 195,139 | – | 3.22% | – |
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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% |