SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 392 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,153,875 | +0.4% | 334,999 | +4.7% | 2.72% | +10.8% |
| Q2 2023 | $8,119,060 | -2.1% | 320,026 | -0.5% | 2.46% | -5.1% |
| Q1 2023 | $8,294,605 | +28.9% | 321,621 | +25.6% | 2.59% | +27.7% |
| Q4 2022 | $6,437,401 | -3.0% | 256,164 | -3.7% | 2.03% | -6.6% |
| Q3 2022 | $6,635,000 | +285.3% | 265,947 | +306.9% | 2.17% | +286.3% |
| Q2 2022 | $1,722,000 | – | 65,360 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Willow Creek Wealth Management Inc. | 3,017,193 | $90,063,000 | 19.96% |
| RESTON WEALTH MANAGEMENT LLC | 1,116,088 | $33,315,000 | 17.35% |
| SENTINEL PENSION ADVISORS INC | 1,479,915 | $44,175,000 | 15.04% |
| TOBIAS FINANCIAL ADVISORS, INC. | 1,257,180 | $37,527,000 | 14.03% |
| Astoria Strategic Wealth, Inc. | 946,985 | $28,268,000 | 12.62% |
| WALLER FINANCIAL PLANNING GROUP, INC | 1,448,839 | $43,248,000 | 11.49% |
| Trinity Wealth Management, LLC | 480,943 | $14,356,000 | 10.86% |
| Boston Standard Wealth Management, LLC | 1,173,975 | $35,043,000,000 | 10.47% |
| Weitzel Financial Services, Inc. | 525,873 | $15,723,602,000 | 10.20% |
| Financial Strategies Group, Inc. | 749,600 | $22,376,000 | 10.00% |