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 | $234,709 | +95310.2% | 9,643 | -0.6% | 0.01% | 0.0% |
| Q2 2023 | $246 | -14.0% | 9,705 | -12.4% | 0.01% | -22.2% |
| Q1 2023 | $286 | -25.3% | 11,085 | -27.2% | 0.01% | -30.8% |
| Q4 2022 | $383 | -99.9% | 15,237 | +35.4% | 0.01% | +30.0% |
| Q3 2022 | $281,000 | -6.6% | 11,252 | -1.5% | 0.01% | -9.1% |
| Q2 2022 | $301,000 | -9.3% | 11,426 | -4.4% | 0.01% | +10.0% |
| Q1 2022 | $332,000 | -7.0% | 11,958 | -0.7% | 0.01% | -9.1% |
| Q4 2021 | $357,000 | -1.1% | 12,041 | -0.5% | 0.01% | -8.3% |
| Q3 2021 | $361,000 | -0.8% | 12,099 | -0.2% | 0.01% | 0.0% |
| Q2 2021 | $364,000 | +33.3% | 12,125 | +31.6% | 0.01% | +20.0% |
| Q1 2021 | $273,000 | -6.2% | 9,211 | -2.4% | 0.01% | -9.1% |
| Q4 2020 | $291,000 | +13.2% | 9,438 | +13.3% | 0.01% | 0.0% |
| Q3 2020 | $257,000 | +22.4% | 8,333 | +22.5% | 0.01% | +10.0% |
| Q2 2020 | $210,000 | -5.8% | 6,805 | -7.8% | 0.01% | -23.1% |
| Q1 2020 | $223,000 | – | 7,383 | – | 0.01% | – |
Download | ||||||
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% |