SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 334 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,255 | -7.2% | 49,475 | -5.7% | 0.52% | -13.7% |
| Q1 2023 | $1,353 | +31.4% | 52,477 | +28.1% | 0.60% | +60.9% |
| Q4 2022 | $1,030 | -99.8% | 40,979 | +129.7% | 0.37% | +51.0% |
| Q2 2022 | $470,000 | -60.6% | 17,844 | -58.5% | 0.25% | -33.1% |
| Q1 2022 | $1,194,000 | -63.0% | 42,964 | -60.6% | 0.37% | -36.2% |
| Q4 2021 | $3,228,000 | +403.6% | 108,968 | +407.4% | 0.58% | +193.4% |
| Q3 2021 | $641,000 | -78.7% | 21,476 | -78.6% | 0.20% | -68.2% |
| Q2 2021 | $3,015,000 | +4.5% | 100,480 | +7.3% | 0.62% | -10.8% |
| Q4 2020 | $2,884,000 | – | 93,655 | – | 0.70% | – |
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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% |