SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 397 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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $1,239,604 | +3.3% | 48,065 | +0.6% | 0.16% | +0.6% |
Q4 2022 | $1,200,475 | -10.4% | 47,771 | -11.0% | 0.16% | -16.1% |
Q3 2022 | $1,340,000 | +7.4% | 53,692 | +13.4% | 0.19% | +18.4% |
Q2 2022 | $1,248,000 | -7.2% | 47,344 | -2.1% | 0.16% | +9.4% |
Q1 2022 | $1,345,000 | -7.9% | 48,384 | -1.9% | 0.15% | -4.5% |
Q4 2021 | $1,461,000 | -2.3% | 49,327 | -1.6% | 0.16% | -13.3% |
Q3 2021 | $1,496,000 | -0.1% | 50,104 | +0.4% | 0.18% | -5.3% |
Q2 2021 | $1,498,000 | +6.8% | 49,915 | +5.5% | 0.19% | +1.6% |
Q1 2021 | $1,403,000 | +6.1% | 47,324 | +10.2% | 0.19% | -1.1% |
Q4 2020 | $1,322,000 | +2.8% | 42,930 | +2.9% | 0.19% | -6.4% |
Q3 2020 | $1,286,000 | +9.1% | 41,730 | +9.2% | 0.20% | -5.6% |
Q2 2020 | $1,179,000 | +6.5% | 38,213 | +4.4% | 0.21% | +0.9% |
Q1 2020 | $1,107,000 | -13.0% | 36,615 | -15.5% | 0.21% | -5.4% |
Q4 2019 | $1,273,000 | +11.6% | 43,322 | +12.5% | 0.22% | +3.2% |
Q3 2019 | $1,141,000 | +4.4% | 38,502 | +2.7% | 0.22% | +5.3% |
Q2 2019 | $1,093,000 | +1.1% | 37,474 | -1.1% | 0.21% | -13.1% |
Q1 2019 | $1,081,000 | +8.1% | 37,892 | +5.5% | 0.24% | -4.4% |
Q4 2018 | $1,000,000 | -2.7% | 35,909 | -3.2% | 0.25% | +0.8% |
Q3 2018 | $1,028,000 | +10.1% | 37,092 | +10.8% | 0.25% | +0.4% |
Q2 2018 | $934,000 | +59.1% | 33,473 | +60.7% | 0.24% | +53.1% |
Q1 2018 | $587,000 | – | 20,831 | – | 0.16% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Willow Creek Wealth Management Inc. | 2,951,640 | $87,428,000 | 18.08% |
RESTON WEALTH MANAGEMENT LLC | 1,107,100 | $32,792,000 | 15.91% |
SENTINEL PENSION ADVISORS INC. | 1,419,545 | $42,047,000 | 13.24% |
WALLER FINANCIAL PLANNING GROUP, INC | 1,448,937 | $42,918,000 | 10.75% |
Astoria Strategic Wealth, Inc. | 935,326 | $27,704,000 | 10.57% |
Boston Standard Wealth Management, LLC | 1,235,730 | $36,602,000,000 | 10.21% |
Rinkey Investments | 374,925 | $10,962,000 | 10.07% |
Trinity Wealth Management, LLC | 489,816 | $14,508,000 | 9.98% |
Weitzel Financial Services, Inc. | 548,475 | $16,245,829,000 | 9.81% |
Financial Strategies Group, Inc. | 800,118 | $23,700,000 | 9.66% |