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 | $12,899,129 | +19.6% | 529,956 | +24.7% | 0.18% | +29.8% |
| Q2 2023 | $10,781,134 | +26.3% | 424,956 | +28.4% | 0.14% | +11.9% |
| Q1 2023 | $8,535,355 | -8.2% | 330,956 | -10.6% | 0.13% | -8.7% |
| Q4 2022 | $9,302,247 | +42.1% | 370,165 | +41.1% | 0.14% | +58.6% |
| Q3 2022 | $6,546,000 | -8.3% | 262,355 | -3.2% | 0.09% | -8.4% |
| Q2 2022 | $7,141,000 | -5.2% | 271,034 | 0.0% | 0.10% | +17.3% |
| Q1 2022 | $7,532,000 | -7.3% | 271,034 | -1.2% | 0.08% | +84.1% |
| Q4 2021 | $8,124,000 | +1.4% | 274,287 | +2.2% | 0.04% | +2.3% |
| Q3 2021 | $8,012,000 | -5.1% | 268,394 | -4.6% | 0.04% | -8.5% |
| Q2 2021 | $8,444,000 | +21.0% | 281,366 | +19.5% | 0.05% | -4.1% |
| Q1 2021 | $6,980,000 | -41.3% | 235,417 | -39.0% | 0.05% | -42.4% |
| Q4 2020 | $11,891,000 | -32.7% | 386,212 | -32.6% | 0.08% | -63.4% |
| Q3 2020 | $17,664,000 | +57.5% | 573,300 | +57.8% | 0.23% | +60.0% |
| Q2 2020 | $11,212,000 | +112.8% | 363,300 | +108.3% | 0.14% | +141.7% |
| Q1 2020 | $5,270,000 | +2.8% | 174,400 | 0.0% | 0.06% | +27.7% |
| Q4 2019 | $5,124,000 | +5.1% | 174,400 | +6.0% | 0.05% | 0.0% |
| Q3 2019 | $4,876,000 | +1.6% | 164,500 | 0.0% | 0.05% | -4.1% |
| Q2 2019 | $4,799,000 | -12.9% | 164,500 | -14.8% | 0.05% | -21.0% |
| Q1 2019 | $5,507,000 | +135.3% | 193,000 | +129.8% | 0.06% | +106.7% |
| Q4 2018 | $2,340,000 | +0.5% | 84,000 | 0.0% | 0.03% | +11.1% |
| Q3 2018 | $2,328,000 | -0.6% | 84,000 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $2,343,000 | -0.8% | 84,000 | 0.0% | 0.03% | -3.6% |
| Q1 2018 | $2,361,000 | +186.5% | 84,000 | +281.8% | 0.03% | +133.3% |
| Q4 2017 | $824,000 | +298.1% | 22,000 | +340.0% | 0.01% | +300.0% |
| Q3 2017 | $207,000 | -29.8% | 5,000 | -51.5% | 0.00% | -50.0% |
| Q2 2017 | $295,000 | +17.5% | 10,300 | +106.0% | 0.01% | 0.0% |
| Q1 2017 | $251,000 | -2.3% | 5,000 | 0.0% | 0.01% | -14.3% |
| Q4 2016 | $257,000 | – | 5,000 | – | 0.01% | – |
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% |