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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $311,800 | -5.2% | 12,810 | +14.5% | 0.01% | -14.3% |
| Q4 2019 | $329,000 | +20.1% | 11,187 | +21.2% | 0.01% | +7.7% |
| Q3 2019 | $274,000 | +3.0% | 9,228 | +1.1% | 0.01% | -7.1% |
| Q2 2019 | $266,000 | -11.9% | 9,129 | -13.8% | 0.01% | -17.6% |
| Q1 2019 | $302,000 | -16.1% | 10,596 | -18.0% | 0.02% | -34.6% |
| Q4 2018 | $360,000 | -25.9% | 12,915 | -26.4% | 0.03% | -10.3% |
| Q3 2018 | $486,000 | -14.1% | 17,551 | -13.5% | 0.03% | -23.7% |
| Q2 2018 | $566,000 | -14.9% | 20,284 | -14.1% | 0.04% | -22.4% |
| Q1 2018 | $665,000 | -6.6% | 23,600 | -4.7% | 0.05% | -10.9% |
| Q4 2017 | $712,000 | +67.5% | 24,758 | +235.9% | 0.06% | +57.1% |
| Q3 2017 | $425,000 | +0.2% | 7,370 | +0.2% | 0.04% | -12.5% |
| Q2 2017 | $424,000 | -15.0% | 7,357 | -15.8% | 0.04% | -16.7% |
| Q1 2017 | $499,000 | +97.2% | 8,733 | +96.5% | 0.05% | +71.4% |
| Q4 2016 | $253,000 | -22.2% | 4,444 | -19.0% | 0.03% | -28.2% |
| Q3 2016 | $325,000 | +49.8% | 5,484 | +47.2% | 0.04% | +34.5% |
| Q4 2014 | $217,000 | – | 3,725 | – | 0.03% | – |
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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% |