SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 304 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $236,000 | -6.0% | 9,448 | -0.6% | 0.01% | 0.0% |
Q2 2022 | $251,000 | -23.5% | 9,508 | -19.5% | 0.01% | -9.1% |
Q1 2022 | $328,000 | +16.7% | 11,818 | +24.5% | 0.01% | +22.2% |
Q4 2021 | $281,000 | -37.7% | 9,493 | -37.2% | 0.01% | -43.8% |
Q3 2021 | $451,000 | -30.8% | 15,113 | -30.4% | 0.02% | -33.3% |
Q2 2021 | $652,000 | -3.1% | 21,713 | -4.4% | 0.02% | -4.0% |
Q1 2021 | $673,000 | -6.0% | 22,703 | -2.4% | 0.02% | -13.8% |
Q4 2020 | $716,000 | -2.6% | 23,268 | -2.5% | 0.03% | -12.1% |
Q3 2020 | $735,000 | -42.5% | 23,858 | -42.4% | 0.03% | -46.8% |
Q2 2020 | $1,278,000 | -17.3% | 41,419 | -19.0% | 0.06% | -34.0% |
Q1 2020 | $1,545,000 | -46.1% | 51,115 | -47.7% | 0.09% | -36.9% |
Q4 2019 | $2,869,000 | -17.4% | 97,654 | -16.7% | 0.15% | -22.8% |
Q3 2019 | $3,475,000 | +46.6% | 117,226 | +44.2% | 0.19% | +50.8% |
Q2 2019 | $2,371,000 | +9.0% | 81,273 | +6.6% | 0.13% | +9.4% |
Q1 2019 | $2,176,000 | +65.1% | 76,231 | +61.1% | 0.12% | +50.0% |
Q4 2018 | $1,318,000 | +39.9% | 47,331 | +39.2% | 0.08% | +52.9% |
Q3 2018 | $942,000 | +61.3% | 34,005 | +62.3% | 0.05% | +54.5% |
Q2 2018 | $584,000 | +54.1% | 20,953 | +55.8% | 0.03% | +50.0% |
Q1 2018 | $379,000 | – | 13,450 | – | 0.02% | – |
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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% |