SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 249 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $15,552,000 | -5.3% | 590,202 | -0.1% | 4.85% | +10.3% |
Q1 2022 | $16,414,000 | +1.5% | 590,660 | +8.2% | 4.40% | +8.8% |
Q4 2021 | $16,177,000 | -8.0% | 546,143 | -7.3% | 4.04% | -11.9% |
Q3 2021 | $17,580,000 | -3.7% | 588,960 | -3.2% | 4.59% | -2.5% |
Q2 2021 | $18,260,000 | +4.1% | 608,450 | +2.8% | 4.70% | -3.4% |
Q1 2021 | $17,546,000 | +3.7% | 591,768 | +7.7% | 4.87% | -1.4% |
Q4 2020 | $16,917,000 | +6.8% | 549,430 | +6.9% | 4.94% | -6.9% |
Q3 2020 | $15,836,000 | +1.5% | 513,975 | +1.7% | 5.31% | -8.3% |
Q2 2020 | $15,600,000 | +39.3% | 505,512 | +36.4% | 5.79% | +16.0% |
Q1 2020 | $11,200,000 | -29.8% | 370,632 | -31.7% | 4.99% | -0.4% |
Q4 2019 | $15,949,000 | +4.0% | 542,839 | +4.9% | 5.01% | -0.9% |
Q3 2019 | $15,334,000 | +13.2% | 517,346 | +11.4% | 5.06% | +15.8% |
Q2 2019 | $13,549,000 | +7.7% | 464,481 | +5.4% | 4.37% | +5.3% |
Q1 2019 | $12,575,000 | +21.5% | 440,610 | +18.6% | 4.15% | +13.1% |
Q4 2018 | $10,348,000 | -3.3% | 371,553 | -3.8% | 3.67% | +7.5% |
Q3 2018 | $10,704,000 | +31.1% | 386,293 | +32.0% | 3.41% | +24.6% |
Q2 2018 | $8,162,000 | -7.6% | 292,633 | -6.7% | 2.74% | -7.3% |
Q1 2018 | $8,833,000 | – | 313,673 | – | 2.95% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Willow Creek Wealth Management Inc. | 2,951,640 | $87,428,000 | 18.08% |
RESTON WEALTH MANAGEMENT LLC | 1,107,100 | $32,792,000 | 15.91% |
SENTINEL PENSION ADVISORS INC. | 1,419,545 | $42,047,000 | 13.24% |
WALLER FINANCIAL PLANNING GROUP, INC | 1,448,937 | $42,918,000 | 10.75% |
Astoria Strategic Wealth, Inc. | 935,326 | $27,704,000 | 10.57% |
Boston Standard Wealth Management, LLC | 1,235,730 | $36,602,000,000 | 10.21% |
Rinkey Investments | 374,925 | $10,962,000 | 10.07% |
Trinity Wealth Management, LLC | 489,816 | $14,508,000 | 9.98% |
Weitzel Financial Services, Inc. | 548,475 | $16,245,829,000 | 9.81% |
Financial Strategies Group, Inc. | 800,118 | $23,700,000 | 9.66% |