SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 355 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,943,000 | -0.8% | 73,729 | +4.6% | 0.23% | +15.9% |
| Q1 2022 | $1,959,000 | -51.0% | 70,476 | -47.8% | 0.20% | -49.6% |
| Q4 2021 | $4,000,000 | -0.8% | 135,039 | 0.0% | 0.40% | -10.1% |
| Q3 2021 | $4,031,000 | -0.4% | 135,039 | +0.1% | 0.44% | -1.8% |
| Q2 2021 | $4,047,000 | +5.1% | 134,853 | +3.8% | 0.45% | -6.8% |
| Q1 2021 | $3,851,000 | -2.9% | 129,875 | +0.8% | 0.48% | -10.7% |
| Q4 2020 | $3,966,000 | +0.1% | 128,808 | +0.1% | 0.54% | -12.7% |
| Q3 2020 | $3,963,000 | -7.5% | 128,641 | -7.4% | 0.62% | -14.6% |
| Q2 2020 | $4,285,000 | +2.4% | 138,860 | +0.2% | 0.73% | -17.7% |
| Q1 2020 | $4,186,000 | +2.6% | 138,516 | -0.3% | 0.88% | +14.0% |
| Q4 2019 | $4,081,000 | +39.0% | 138,908 | +40.3% | 0.78% | +22.6% |
| Q3 2019 | $2,935,000 | +4.3% | 99,027 | +2.6% | 0.63% | -0.2% |
| Q2 2019 | $2,815,000 | +1197.2% | 96,492 | +1168.5% | 0.63% | +1119.2% |
| Q1 2019 | $217,000 | – | 7,607 | – | 0.05% | – |
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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% |