SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 400 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,946,459 | -8.9% | 79,970 | -5.1% | 0.00% | 0.0% |
| Q2 2023 | $2,137,559 | -6.8% | 84,256 | -5.3% | 0.00% | 0.0% |
| Q1 2023 | $2,294,535 | +28.0% | 88,970 | +24.7% | 0.00% | 0.0% |
| Q4 2022 | $1,792,537 | +333.0% | 71,331 | +330.0% | 0.00% | +200.0% |
| Q3 2022 | $414,000 | -13.2% | 16,589 | -8.4% | 0.00% | 0.0% |
| Q2 2022 | $477,000 | +125.0% | 18,105 | +137.3% | 0.00% | – |
| Q1 2022 | $212,000 | -25.9% | 7,628 | -21.1% | 0.00% | – |
| Q4 2021 | $286,000 | +40.9% | 9,662 | +41.7% | 0.00% | – |
| Q3 2021 | $203,000 | +2.0% | 6,821 | +3.0% | 0.00% | – |
| Q2 2021 | $199,000 | -22.3% | 6,620 | -23.3% | 0.00% | -100.0% |
| Q1 2021 | $256,000 | +357.1% | 8,632 | +372.7% | 0.00% | – |
| Q4 2020 | $56,000 | +1.8% | 1,826 | +1.7% | 0.00% | – |
| Q3 2020 | $55,000 | -5.2% | 1,796 | -4.3% | 0.00% | – |
| Q2 2020 | $58,000 | 0.0% | 1,877 | -2.3% | 0.00% | – |
| Q1 2020 | $58,000 | -95.0% | 1,921 | -95.1% | 0.00% | -100.0% |
| Q4 2019 | $1,156,000 | +824.8% | 39,362 | +833.4% | 0.00% | – |
| Q3 2019 | $125,000 | +16.8% | 4,217 | +14.5% | 0.00% | – |
| Q2 2019 | $107,000 | -0.9% | 3,684 | -2.3% | 0.00% | – |
| Q1 2019 | $108,000 | +17.4% | 3,770 | +14.2% | 0.00% | – |
| Q4 2018 | $92,000 | +206.7% | 3,302 | +200.2% | 0.00% | – |
| Q3 2018 | $30,000 | +3.4% | 1,100 | +7.6% | 0.00% | – |
| Q2 2018 | $29,000 | 0.0% | 1,022 | 0.0% | 0.00% | – |
| Q1 2018 | $29,000 | 0.0% | 1,022 | 0.0% | 0.00% | – |
| Q4 2017 | $29,000 | +314.3% | 1,022 | +737.7% | 0.00% | – |
| Q3 2017 | $7,000 | -65.0% | 122 | -65.5% | 0.00% | – |
| Q2 2017 | $20,000 | -25.9% | 354 | -21.0% | 0.00% | – |
| Q2 2016 | $27,000 | – | 448 | – | 0.00% | – |
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% |