SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 408 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 62.05 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,849,916 | +180.7% | 153,444 | +182.8% | 0.03% | +125.0% |
| Q1 2024 | $1,371,593 | +213.6% | 54,256 | +218.1% | 0.01% | +200.0% |
| Q4 2023 | $437,319 | -94.7% | 17,056 | -95.0% | 0.00% | -95.7% |
| Q3 2023 | $8,316,366 | +1708.8% | 341,675 | +1785.4% | 0.09% | +1760.0% |
| Q2 2023 | $459,761 | +13.0% | 18,122 | +14.8% | 0.01% | 0.0% |
| Q1 2023 | $407,046 | +12.3% | 15,783 | +9.4% | 0.01% | 0.0% |
| Q4 2022 | $362,530 | +64.0% | 14,426 | +62.7% | 0.01% | +66.7% |
| Q3 2022 | $221,000 | – | 8,866 | – | 0.00% | – |
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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% |