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 | $870,733 | -2.7% | 36,160 | +2.5% | 0.00% | -50.0% |
Q2 2023 | $895,206 | -2.5% | 35,286 | -0.9% | 0.00% | 0.0% |
Q1 2023 | $917,820 | +28.2% | 35,602 | +24.9% | 0.00% | 0.0% |
Q4 2022 | $715,995 | +22.0% | 28,503 | +21.1% | 0.00% | -33.3% |
Q3 2022 | $587,000 | -4.4% | 23,538 | +0.9% | 0.00% | 0.0% |
Q2 2022 | $614,000 | +72.0% | 23,319 | +81.7% | 0.00% | +200.0% |
Q1 2022 | $357,000 | +8.5% | 12,837 | +15.7% | 0.00% | 0.0% |
Q4 2021 | $329,000 | – | 11,095 | – | 0.00% | – |
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% |