SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 394 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,039 | -4.1% | 15,244 | 0.0% | 0.04% | -6.8% |
| Q2 2023 | $386,740 | -1.6% | 15,244 | 0.0% | 0.04% | -8.3% |
| Q1 2023 | $393,143 | +14.9% | 15,244 | +12.0% | 0.05% | +6.7% |
| Q4 2022 | $342,145 | +2.7% | 13,615 | +2.5% | 0.04% | -8.2% |
| Q3 2022 | $333,000 | -71.8% | 13,285 | -70.4% | 0.05% | -74.2% |
| Q2 2022 | $1,181,000 | +860.2% | 44,815 | +912.3% | 0.19% | +804.8% |
| Q1 2022 | $123,000 | -6.1% | 4,427 | 0.0% | 0.02% | -4.5% |
| Q4 2021 | $131,000 | -0.8% | 4,427 | 0.0% | 0.02% | -8.3% |
| Q3 2021 | $132,000 | -0.8% | 4,427 | 0.0% | 0.02% | -4.0% |
| Q2 2021 | $133,000 | +56.5% | 4,427 | +54.3% | 0.02% | +47.1% |
| Q1 2021 | $85,000 | -3.4% | 2,870 | 0.0% | 0.02% | +30.8% |
| Q4 2020 | $88,000 | 0.0% | 2,870 | 0.0% | 0.01% | -7.1% |
| Q3 2020 | $88,000 | -1.1% | 2,870 | 0.0% | 0.01% | -22.2% |
| Q2 2020 | $89,000 | -8.2% | 2,870 | -10.5% | 0.02% | -14.3% |
| Q1 2020 | $97,000 | -66.3% | 3,206 | -36.8% | 0.02% | -98.2% |
| Q2 2013 | $288,000 | – | 5,070 | – | 1.15% | – |
Download | ||||||
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% |