SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 350 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $50,359 | -7.6% | 2,069 | -3.7% | 0.02% | 0.0% |
Q2 2023 | $54,520 | -22.6% | 2,149 | -21.4% | 0.02% | -28.6% |
Q1 2023 | $70,484 | +103552.9% | 2,733 | 0.0% | 0.02% | – |
Q4 2022 | $68 | -99.9% | 2,733 | -10.2% | 0.00% | – |
Q3 2022 | $75,000 | -8.5% | 3,043 | -3.3% | 0.00% | – |
Q2 2022 | $82,000 | -5.7% | 3,147 | 0.0% | 0.00% | – |
Q1 2022 | $87,000 | -6.5% | 3,147 | 0.0% | 0.00% | – |
Q4 2021 | $93,000 | 0.0% | 3,147 | 0.0% | 0.00% | – |
Q3 2021 | $93,000 | +4.5% | 3,147 | +5.6% | 0.00% | – |
Q2 2021 | $89,000 | – | 2,981 | – | 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% |