SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 412 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,287 | -7.4% | 93,975 | -3.5% | 0.20% | -7.9% |
Q2 2023 | $2,470 | +213.9% | 97,367 | +219.2% | 0.22% | +242.9% |
Q1 2023 | $787 | +529.6% | 30,507 | +515.6% | 0.06% | +425.0% |
Q4 2022 | $125 | -99.9% | 4,956 | +31.4% | 0.01% | +50.0% |
Q1 2022 | $105,000 | -97.6% | 3,771 | -97.5% | 0.01% | -97.6% |
Q4 2021 | $4,381,000 | +6.9% | 147,898 | +7.7% | 0.33% | -3.8% |
Q3 2021 | $4,099,000 | +61.3% | 137,334 | +62.2% | 0.34% | +60.7% |
Q2 2021 | $2,541,000 | -0.1% | 84,670 | -1.3% | 0.21% | -14.7% |
Q1 2021 | $2,543,000 | -52.5% | 85,769 | -50.7% | 0.25% | -55.4% |
Q4 2020 | $5,352,000 | -9.8% | 173,828 | -9.7% | 0.56% | -31.4% |
Q3 2020 | $5,933,000 | +78.2% | 192,581 | +78.5% | 0.82% | +66.9% |
Q2 2020 | $3,329,000 | +14.5% | 107,873 | +12.1% | 0.49% | -15.3% |
Q1 2020 | $2,908,000 | +76.7% | 96,216 | +71.8% | 0.58% | +152.6% |
Q4 2019 | $1,646,000 | +2.6% | 56,013 | +3.4% | 0.23% | -8.4% |
Q3 2019 | $1,605,000 | +142.4% | 54,146 | +128.3% | 0.25% | +175.8% |
Q2 2018 | $662,000 | – | 23,719 | – | 0.09% | – |
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% |