SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 399 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 4,260.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,077,492 | +148.4% | 44,268 | +158.9% | 0.01% | +180.0% |
Q2 2023 | $433,778 | -72.4% | 17,098 | -72.0% | 0.01% | -76.2% |
Q1 2023 | $1,572,492 | -84.1% | 60,973 | -84.5% | 0.02% | -84.8% |
Q4 2022 | $9,864,369 | +384.5% | 392,534 | +381.1% | 0.14% | +318.2% |
Q3 2022 | $2,036,000 | +847.0% | 81,590 | +898.2% | 0.03% | +1000.0% |
Q2 2022 | $215,000 | -97.0% | 8,174 | -96.6% | 0.00% | -97.0% |
Q4 2021 | $7,135,000 | +410.4% | 240,899 | +430.6% | 0.10% | +284.6% |
Q4 2020 | $1,398,000 | +559.4% | 45,397 | +559.5% | 0.03% | +550.0% |
Q3 2020 | $212,000 | 0.0% | 6,884 | 0.0% | 0.00% | -20.0% |
Q2 2020 | $212,000 | -39.1% | 6,884 | -40.1% | 0.01% | -44.4% |
Q1 2020 | $348,000 | -44.9% | 11,502 | -46.6% | 0.01% | -25.0% |
Q4 2019 | $632,000 | -91.8% | 21,525 | -92.2% | 0.01% | -93.5% |
Q4 2018 | $7,728,000 | +240.4% | 277,477 | +595.8% | 0.19% | +186.2% |
Q4 2016 | $2,270,000 | -79.5% | 39,879 | -79.5% | 0.06% | -82.1% |
Q4 2015 | $11,098,000 | +175.2% | 194,533 | +181.3% | 0.36% | +177.1% |
Q4 2014 | $4,033,000 | – | 69,151 | – | 0.13% | – |
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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% |