SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 400 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $95 | +2.2% | 3,695 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $93 | -99.9% | 3,695 | -28.1% | 0.00% | -33.3% |
| Q3 2022 | $128,000 | -46.2% | 5,137 | -43.0% | 0.01% | -50.0% |
| Q2 2022 | $238,000 | -12.8% | 9,018 | -8.3% | 0.01% | 0.0% |
| Q1 2022 | $273,000 | -1.8% | 9,831 | +4.6% | 0.01% | 0.0% |
| Q4 2021 | $278,000 | -26.5% | 9,399 | -25.7% | 0.01% | -36.8% |
| Q3 2021 | $378,000 | -45.1% | 12,656 | -44.8% | 0.02% | -45.7% |
| Q2 2021 | $688,000 | +11.9% | 22,941 | +10.6% | 0.04% | +6.1% |
| Q1 2021 | $615,000 | +23.5% | 20,740 | +28.1% | 0.03% | +10.0% |
| Q4 2020 | $498,000 | +38.3% | 16,190 | +38.4% | 0.03% | +25.0% |
| Q3 2020 | $360,000 | +2.6% | 11,699 | +2.7% | 0.02% | -4.0% |
| Q2 2020 | $351,000 | +137.2% | 11,386 | +132.5% | 0.02% | +92.3% |
| Q1 2020 | $148,000 | – | 4,898 | – | 0.01% | – |
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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% |