SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 400 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
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. | 3,111,621 | $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% |