SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 292 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $20,529,297 | +6.3% | 818,226 | +7.1% | 0.00% | 0.0% |
| Q1 2024 | $19,308,831 | -4.8% | 763,799 | -3.5% | 0.00% | 0.0% |
| Q4 2023 | $20,288,048 | +6.3% | 791,266 | +0.9% | 0.00% | 0.0% |
| Q3 2023 | $19,082,571 | +209.0% | 784,000 | +272.9% | 0.00% | +100.0% |
| Q4 2019 | $6,176,000 | -70.6% | 210,216 | -70.3% | 0.00% | -66.7% |
| Q3 2019 | $20,992,000 | -19.3% | 708,250 | -22.2% | 0.01% | -14.3% |
| Q1 2019 | $25,997,000 | +4013.4% | 910,927 | +3912.0% | 0.01% | – |
| Q4 2018 | $632,000 | -46.6% | 22,705 | -46.8% | 0.00% | – |
| Q3 2018 | $1,183,000 | -80.5% | 42,683 | -80.4% | 0.00% | -100.0% |
| Q2 2018 | $6,081,000 | +734.2% | 218,031 | +742.4% | 0.00% | – |
| Q1 2018 | $729,000 | +28.6% | 25,883 | +31.2% | 0.00% | – |
| Q4 2017 | $567,000 | -74.4% | 19,732 | -47.1% | 0.00% | -100.0% |
| Q2 2016 | $2,215,000 | +432.5% | 37,282 | +417.9% | 0.00% | – |
| Q3 2015 | $416,000 | – | 7,198 | – | 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% |