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 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $414 | -6.3% | 16,309 | -4.9% | 0.00% | -20.0% |
| Q1 2023 | $442 | -12.1% | 17,153 | -14.4% | 0.01% | 0.0% |
| Q4 2022 | $503 | -99.9% | 20,027 | -36.6% | 0.01% | -37.5% |
| Q3 2022 | $789,000 | -33.3% | 31,609 | -29.6% | 0.01% | -27.3% |
| Q2 2022 | $1,183,000 | -4.3% | 44,879 | +0.9% | 0.01% | +22.2% |
| Q1 2022 | $1,236,000 | -23.4% | 44,488 | -18.4% | 0.01% | -18.2% |
| Q4 2021 | $1,614,000 | +34.1% | 54,502 | +39.5% | 0.01% | +10.0% |
| Q3 2021 | $1,204,000 | -56.4% | 39,067 | -57.5% | 0.01% | -50.0% |
| Q2 2021 | $2,760,000 | +137.1% | 91,966 | +143.3% | 0.02% | +122.2% |
| Q1 2021 | $1,164,000 | 0.0% | 37,793 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $1,164,000 | -3.3% | 37,793 | -3.3% | 0.01% | -10.0% |
| Q3 2020 | $1,204,000 | -2.3% | 39,067 | -2.2% | 0.01% | 0.0% |
| Q2 2020 | $1,232,000 | +6.6% | 39,926 | +4.3% | 0.01% | -9.1% |
| Q1 2020 | $1,156,000 | -2.2% | 38,265 | -4.9% | 0.01% | +22.2% |
| Q4 2019 | $1,182,000 | +0.5% | 40,220 | +1.4% | 0.01% | 0.0% |
| Q3 2019 | $1,176,000 | +14.1% | 39,680 | +12.3% | 0.01% | +12.5% |
| Q2 2019 | $1,031,000 | +15.3% | 35,346 | +12.8% | 0.01% | 0.0% |
| Q1 2019 | $894,000 | +44.0% | 31,324 | +40.4% | 0.01% | +33.3% |
| Q4 2018 | $621,000 | +9.1% | 22,315 | +8.7% | 0.01% | +20.0% |
| Q3 2018 | $569,000 | +712.9% | 20,522 | +712.1% | 0.01% | +400.0% |
| Q2 2018 | $70,000 | – | 2,527 | – | 0.00% | – |
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% |