SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 9 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
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. | 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% |