SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 392 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Willow Creek Wealth Management Inc. | 3,111,621 | $86,472,000 | 17.38% |
RESTON WEALTH MANAGEMENT LLC | 1,111,731 | $30,895,000 | 15.85% |
Capitol Family Office, Inc. | 541,345 | $15,044,000 | 12.11% |
TOBIAS FINANCIAL ADVISORS, INC. | 1,256,928 | $34,930,000 | 12.05% |
Stadion Money Management, LLC | 7,197,825 | $200,028,000 | 11.37% |
Boston Standard Wealth Management, LLC | 1,281,117 | $35,602,000,000 | 10.21% |
Rinkey Investments | 387,302 | $10,254,000 | 10.13% |
WALLER FINANCIAL PLANNING GROUP, INC | 1,361,419 | $37,834,000 | 10.02% |
Astoria Strategic Wealth, Inc. | 919,165 | $25,544,000 | 10.02% |
Weitzel Financial Services, Inc. | 558,032 | $15,507,709,000 | 9.91% |