SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 392 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $788,000 | -3.7% | 26,609 | -2.9% | 0.06% | -15.7% |
| Q3 2021 | $818,000 | -4.4% | 27,401 | -4.0% | 0.07% | +1.4% |
| Q2 2021 | $856,000 | +7.9% | 28,529 | +6.7% | 0.07% | -1.4% |
| Q1 2021 | $793,000 | -7.4% | 26,736 | -3.8% | 0.07% | -12.5% |
| Q4 2020 | $856,000 | +1.2% | 27,787 | +1.2% | 0.08% | -12.1% |
| Q3 2020 | $846,000 | +0.2% | 27,466 | +0.4% | 0.09% | -9.0% |
| Q2 2020 | $844,000 | -8.7% | 27,345 | -10.6% | 0.10% | -25.4% |
| Q1 2020 | $924,000 | +0.2% | 30,584 | -2.6% | 0.13% | +27.6% |
| Q4 2019 | $922,000 | +4.5% | 31,394 | +5.5% | 0.10% | -2.8% |
| Q3 2019 | $882,000 | +0.6% | 29,759 | -1.0% | 0.11% | -1.8% |
| Q2 2019 | $877,000 | +4.2% | 30,061 | +1.9% | 0.11% | +0.9% |
| Q1 2019 | $842,000 | -5.1% | 29,502 | -7.4% | 0.11% | -15.5% |
| Q4 2018 | $887,000 | +7.1% | 31,853 | +6.7% | 0.13% | +17.3% |
| Q3 2018 | $828,000 | +6.4% | 29,864 | +7.0% | 0.11% | 0.0% |
| Q2 2018 | $778,000 | +7.9% | 27,907 | +9.0% | 0.11% | +8.9% |
| Q1 2018 | $721,000 | +63.1% | 25,594 | +66.3% | 0.10% | +60.3% |
| Q4 2017 | $442,000 | – | 15,388 | – | 0.06% | – |
Download | ||||||
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% |