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 | $863,437 | -4.1% | 35,474 | 0.0% | 0.09% | +2.2% |
| Q2 2023 | $899,975 | -2.4% | 35,474 | -0.8% | 0.09% | -8.2% |
| Q1 2023 | $922,431 | +2.6% | 35,767 | 0.0% | 0.10% | -4.9% |
| Q4 2022 | $898,825 | +230.5% | 35,767 | +297.1% | 0.10% | +58.5% |
| Q1 2020 | $272,000 | -27.3% | 9,007 | -29.3% | 0.06% | -12.2% |
| Q4 2019 | $374,000 | +27.2% | 12,741 | +28.3% | 0.07% | +19.4% |
| Q3 2019 | $294,000 | +3.5% | 9,928 | +1.8% | 0.06% | -3.1% |
| Q2 2019 | $284,000 | +2.2% | 9,751 | 0.0% | 0.06% | -4.5% |
| Q1 2019 | $278,000 | +13.9% | 9,751 | +11.3% | 0.07% | +3.1% |
| Q4 2018 | $244,000 | – | 8,759 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Willow Creek Wealth Management Inc. | 3,111,621 | $86,472,000 | 17.38% |
| RESTON WEALTH MANAGEMENT LLC | 1,111,731 | $30,895,000 | 15.85% |
| Capitol Family Office, Inc. | 541,345 | $15,044,000 | 12.11% |
| TOBIAS FINANCIAL ADVISORS, INC. | 1,256,928 | $34,930,000 | 12.05% |
| Stadion Money Management, LLC | 7,197,825 | $200,028,000 | 11.37% |
| Boston Standard Wealth Management, LLC | 1,281,117 | $35,602,000,000 | 10.21% |
| Rinkey Investments | 387,302 | $10,254,000 | 10.13% |
| WALLER FINANCIAL PLANNING GROUP, INC | 1,361,419 | $37,834,000 | 10.02% |
| Astoria Strategic Wealth, Inc. | 919,165 | $25,544,000 | 10.02% |
| Weitzel Financial Services, Inc. | 558,032 | $15,507,709,000 | 9.91% |