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 | $26,106,110 | -5.1% | 1,072,560 | -1.1% | 0.37% | -5.3% |
| Q2 2023 | $27,516,809 | +0.9% | 1,084,620 | +2.6% | 0.40% | -9.4% |
| Q1 2023 | $27,275,246 | +16.3% | 1,057,590 | +13.3% | 0.44% | +6.9% |
| Q4 2022 | $23,456,040 | +20.6% | 933,388 | +19.8% | 0.41% | +7.4% |
| Q3 2022 | $19,443,000 | +1.5% | 779,284 | +7.2% | 0.38% | +4.1% |
| Q2 2022 | $19,152,000 | +11.7% | 726,833 | +17.8% | 0.36% | +30.4% |
| Q1 2022 | $17,140,000 | +702.1% | 616,761 | +754.7% | 0.28% | +723.5% |
| Q4 2021 | $2,137,000 | +14.8% | 72,164 | +15.8% | 0.03% | +6.2% |
| Q3 2021 | $1,861,000 | +11.4% | 62,340 | +12.0% | 0.03% | +10.3% |
| Q2 2021 | $1,670,000 | +31.7% | 55,653 | +30.2% | 0.03% | +7.4% |
| Q1 2021 | $1,268,000 | +143.4% | 42,756 | +152.8% | 0.03% | +125.0% |
| Q4 2020 | $521,000 | – | 16,910 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Willow Creek Wealth Management Inc. | 3,111,621 | $86,472,000 | 17.38% |
| RESTON WEALTH MANAGEMENT LLC | 1,111,731 | $30,895,000 | 15.85% |
| Capitol Family Office, Inc. | 541,345 | $15,044,000 | 12.11% |
| TOBIAS FINANCIAL ADVISORS, INC. | 1,256,928 | $34,930,000 | 12.05% |
| Stadion Money Management, LLC | 7,197,825 | $200,028,000 | 11.37% |
| Boston Standard Wealth Management, LLC | 1,281,117 | $35,602,000,000 | 10.21% |
| Rinkey Investments | 387,302 | $10,254,000 | 10.13% |
| WALLER FINANCIAL PLANNING GROUP, INC | 1,361,419 | $37,834,000 | 10.02% |
| Astoria Strategic Wealth, Inc. | 919,165 | $25,544,000 | 10.02% |
| Weitzel Financial Services, Inc. | 558,032 | $15,507,709,000 | 9.91% |