SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 394 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,152 | +2.9% | 252,743 | +7.3% | 0.21% | +5.1% |
| Q2 2023 | $5,977 | +3.7% | 235,593 | +5.5% | 0.20% | -2.0% |
| Q1 2023 | $5,761 | +13.5% | 223,393 | +10.6% | 0.20% | +10.4% |
| Q4 2022 | $5,075 | -99.9% | 201,975 | +8.3% | 0.18% | -16.4% |
| Q3 2022 | $4,654,000 | -0.1% | 186,533 | +5.5% | 0.22% | -6.8% |
| Q2 2022 | $4,660,000 | +9.3% | 176,847 | +15.3% | 0.24% | +20.5% |
| Q1 2022 | $4,262,000 | -6.0% | 153,358 | +0.2% | 0.20% | -3.9% |
| Q4 2021 | $4,532,000 | +8.9% | 152,994 | +9.8% | 0.20% | -0.5% |
| Q3 2021 | $4,161,000 | +9.6% | 139,390 | +10.2% | 0.20% | +20.0% |
| Q2 2021 | $3,795,000 | +4.3% | 126,461 | +3.1% | 0.17% | -4.0% |
| Q1 2021 | $3,639,000 | +4.1% | 122,704 | +8.1% | 0.18% | -6.3% |
| Q4 2020 | $3,496,000 | +6.6% | 113,560 | +6.7% | 0.19% | -7.4% |
| Q3 2020 | $3,280,000 | +8.6% | 106,433 | +8.8% | 0.20% | -4.7% |
| Q2 2020 | $3,020,000 | -29.7% | 97,859 | -31.1% | 0.21% | -37.4% |
| Q1 2020 | $4,295,000 | +2.4% | 142,122 | -0.5% | 0.34% | +33.6% |
| Q4 2019 | $4,195,000 | +88.0% | 142,791 | +89.8% | 0.26% | +73.0% |
| Q3 2019 | $2,231,000 | +22.2% | 75,242 | +20.2% | 0.15% | +22.3% |
| Q2 2019 | $1,825,000 | +7.2% | 62,574 | +4.9% | 0.12% | -5.5% |
| Q1 2019 | $1,703,000 | +8.2% | 59,658 | +5.6% | 0.13% | -7.9% |
| Q4 2018 | $1,574,000 | -5.0% | 56,508 | -4.9% | 0.14% | -10.9% |
| Q2 2018 | $1,657,000 | – | 59,414 | – | 0.16% | – |
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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% |