SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 334 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $543 | -47.1% | 22,300 | -44.0% | 0.00% | 0.0% |
Q1 2023 | $1,026 | +26.4% | 39,800 | +23.2% | 0.00% | 0.0% |
Q4 2022 | $812 | -100.0% | 32,300 | -81.9% | 0.00% | -83.3% |
Q2 2022 | $4,690,000 | +88.0% | 178,000 | +112.9% | 0.01% | +100.0% |
Q3 2021 | $2,495,000 | -19.5% | 83,600 | -19.1% | 0.00% | -25.0% |
Q2 2021 | $3,101,000 | -45.6% | 103,323 | -44.2% | 0.00% | -33.3% |
Q4 2020 | $5,705,000 | +964.4% | 185,300 | +964.9% | 0.01% | +500.0% |
Q3 2020 | $536,000 | -81.7% | 17,400 | -82.6% | 0.00% | -50.0% |
Q4 2019 | $2,935,000 | +3.5% | 99,900 | +4.4% | 0.00% | 0.0% |
Q3 2019 | $2,837,000 | +620.1% | 95,700 | +608.9% | 0.00% | – |
Q2 2019 | $394,000 | -57.4% | 13,500 | -58.3% | 0.00% | -100.0% |
Q1 2019 | $924,000 | -39.4% | 32,364 | -41.2% | 0.00% | -50.0% |
Q3 2018 | $1,526,000 | -55.1% | 55,064 | -54.7% | 0.00% | 0.0% |
Q2 2018 | $3,402,000 | +255.5% | 121,635 | +258.1% | 0.00% | +100.0% |
Q1 2018 | $957,000 | +190.9% | 33,971 | +196.3% | 0.00% | – |
Q4 2017 | $329,000 | – | 11,464 | – | 0.00% | – |
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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% |