SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 9 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
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. | 2,951,640 | $87,428,000 | 18.08% |
| RESTON WEALTH MANAGEMENT LLC | 1,107,100 | $32,792,000 | 15.91% |
| SENTINEL PENSION ADVISORS INC | 1,419,545 | $42,047,000 | 13.24% |
| WALLER FINANCIAL PLANNING GROUP, INC | 1,448,937 | $42,918,000 | 10.75% |
| Astoria Strategic Wealth, Inc. | 935,326 | $27,704,000 | 10.57% |
| Boston Standard Wealth Management, LLC | 1,235,730 | $36,602,000,000 | 10.21% |
| Rinkey Investments | 374,925 | $10,962,000 | 10.07% |
| Trinity Wealth Management, LLC | 489,816 | $14,508,000 | 9.98% |
| Weitzel Financial Services, Inc. | 548,475 | $16,245,829,000 | 9.81% |
| Financial Strategies Group, Inc. | 800,118 | $23,700,000 | 9.66% |