SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 393 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,812,930 | +0.9% | 526,415 | +5.1% | 0.08% | -8.0% |
| Q2 2023 | $12,703,774 | -16.8% | 500,740 | -15.4% | 0.09% | -22.1% |
| Q1 2023 | $15,263,434 | +31.9% | 591,835 | +28.6% | 0.11% | +20.2% |
| Q4 2022 | $11,568,850 | +146.3% | 460,360 | +144.5% | 0.09% | +62.1% |
| Q3 2022 | $4,697,000 | +1.1% | 188,264 | +6.8% | 0.06% | -3.3% |
| Q2 2022 | $4,645,000 | +1.2% | 176,269 | +6.7% | 0.06% | +7.1% |
| Q1 2022 | $4,592,000 | -11.2% | 165,246 | -5.3% | 0.06% | -11.1% |
| Q4 2021 | $5,171,000 | +1.4% | 174,573 | +2.2% | 0.06% | -8.7% |
| Q3 2021 | $5,101,000 | +1.1% | 170,891 | +1.7% | 0.07% | -2.8% |
| Q2 2021 | $5,044,000 | +6051.2% | 168,061 | +6232.4% | 0.07% | +3450.0% |
| Q2 2020 | $82,000 | – | 2,654 | – | 0.00% | – |
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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% |