SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 292 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $85,190 | -65.4% | 3,500 | -56.2% | 0.01% | -69.8% |
Q3 2020 | $246,000 | -0.4% | 8,000 | 0.0% | 0.04% | -12.2% |
Q2 2020 | $247,000 | -3.9% | 8,000 | -5.9% | 0.05% | -9.3% |
Q1 2020 | $257,000 | +2.8% | 8,500 | 0.0% | 0.05% | +12.5% |
Q4 2019 | $250,000 | -0.8% | 8,500 | 0.0% | 0.05% | -7.7% |
Q3 2019 | $252,000 | – | 8,500 | – | 0.05% | – |
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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% |