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 | $204,018 | -4.1% | 8,382 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $212,651 | -17.2% | 8,382 | -18.0% | 0.02% | -25.0% |
| Q4 2022 | $256,778 | -10.2% | 10,218 | -10.7% | 0.02% | -16.7% |
| Q3 2022 | $286,000 | -5.3% | 11,443 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $302,000 | -5.0% | 11,443 | 0.0% | 0.02% | +14.3% |
| Q1 2022 | $318,000 | -13.1% | 11,443 | -7.5% | 0.02% | -12.5% |
| Q4 2021 | $366,000 | +13.7% | 12,373 | +15.5% | 0.02% | -4.0% |
| Q2 2021 | $322,000 | -18.7% | 10,717 | -19.8% | 0.02% | -34.2% |
| Q1 2021 | $396,000 | -14.8% | 13,362 | -11.5% | 0.04% | -20.8% |
| Q4 2020 | $465,000 | -25.7% | 15,102 | -25.6% | 0.05% | -48.9% |
| Q2 2020 | $626,000 | +92.6% | 20,291 | +83.3% | 0.09% | +129.3% |
| Q4 2019 | $325,000 | – | 11,067 | – | 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% |