SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 334 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,320 | -1.5% | 916,989 | +2.7% | 0.08% | +5.1% |
| Q2 2023 | $22,649 | -3.5% | 892,740 | -1.9% | 0.08% | -17.7% |
| Q1 2023 | $23,477 | +4.1% | 910,297 | +1.5% | 0.10% | +9.1% |
| Q4 2022 | $22,547 | -99.9% | 897,224 | -10.1% | 0.09% | -17.8% |
| Q3 2022 | $24,898,000 | -3.1% | 997,930 | +2.4% | 0.11% | -7.8% |
| Q2 2022 | $25,690,000 | +2.3% | 974,934 | +7.9% | 0.12% | +8.4% |
| Q1 2022 | $25,114,000 | -3.5% | 903,698 | +2.9% | 0.11% | +5.9% |
| Q4 2021 | $26,013,000 | +0.6% | 878,224 | +1.4% | 0.10% | -9.0% |
| Q3 2021 | $25,863,000 | +1.1% | 866,444 | +1.7% | 0.11% | -1.8% |
| Q2 2021 | $25,578,000 | +55.6% | 852,318 | +53.7% | 0.11% | +41.2% |
| Q1 2021 | $16,438,000 | -6.2% | 554,409 | -2.6% | 0.08% | -5.9% |
| Q4 2020 | $17,531,000 | -13.1% | 569,373 | -13.0% | 0.08% | -26.1% |
| Q3 2020 | $20,168,000 | +12.0% | 654,581 | +12.2% | 0.12% | +0.9% |
| Q2 2020 | $18,000,000 | -4.0% | 583,291 | -6.0% | 0.11% | -23.0% |
| Q1 2020 | $18,747,000 | +316.0% | 620,342 | +304.5% | 0.15% | +393.3% |
| Q4 2019 | $4,506,000 | -0.1% | 153,363 | +0.8% | 0.03% | -9.1% |
| Q3 2019 | $4,509,000 | +4.8% | 152,135 | +3.1% | 0.03% | 0.0% |
| Q2 2019 | $4,304,000 | +2.4% | 147,536 | +0.1% | 0.03% | -5.7% |
| Q1 2019 | $4,205,000 | +4.4% | 147,329 | +1.9% | 0.04% | -10.3% |
| Q4 2018 | $4,026,000 | – | 144,553 | – | 0.04% | – |
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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% |