SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 351 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,411,562 | -5.1% | 57,993 | -1.1% | 0.05% | -1.8% |
| Q2 2023 | $1,487,101 | -1.6% | 58,616 | +0.0% | 0.06% | -8.3% |
| Q1 2023 | $1,511,571 | +1.1% | 58,611 | -1.4% | 0.06% | -6.2% |
| Q4 2022 | $1,494,406 | -1.1% | 59,467 | -1.8% | 0.06% | -11.1% |
| Q3 2022 | $1,511,000 | -58.1% | 60,576 | -55.7% | 0.07% | -55.8% |
| Q2 2022 | $3,602,000 | -5.4% | 136,709 | -0.3% | 0.16% | +17.3% |
| Q1 2022 | $3,809,000 | -3.3% | 137,074 | +3.1% | 0.14% | +6.9% |
| Q4 2021 | $3,937,000 | +2.3% | 132,909 | +3.1% | 0.13% | -10.3% |
| Q3 2021 | $3,849,000 | -0.4% | 128,959 | +0.2% | 0.14% | -0.7% |
| Q2 2021 | $3,863,000 | +7.6% | 128,726 | +6.3% | 0.15% | -3.3% |
| Q1 2021 | $3,591,000 | +4.2% | 121,104 | +8.2% | 0.15% | -2.6% |
| Q4 2020 | $3,446,000 | +3.5% | 111,910 | +3.5% | 0.16% | -8.8% |
| Q3 2020 | $3,331,000 | +30.2% | 108,108 | +30.4% | 0.17% | +15.6% |
| Q2 2020 | $2,558,000 | +11.8% | 82,884 | +9.4% | 0.15% | -7.5% |
| Q1 2020 | $2,289,000 | +9.6% | 75,760 | +6.5% | 0.16% | +32.5% |
| Q4 2019 | $2,089,000 | +6.4% | 71,113 | +7.4% | 0.12% | -4.0% |
| Q3 2019 | $1,963,000 | +4.5% | 66,229 | +2.9% | 0.12% | +2.5% |
| Q2 2019 | $1,878,000 | +1.4% | 64,386 | -0.8% | 0.12% | -3.9% |
| Q1 2019 | $1,852,000 | +2.3% | 64,875 | -0.2% | 0.13% | -24.4% |
| Q4 2018 | $1,811,000 | – | 65,021 | – | 0.17% | – |
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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% |