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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $4,334,000 | +4.3% | 140,750 | +4.4% | 1.68% | -10.0% |
| Q3 2020 | $4,155,000 | +8.4% | 134,850 | +8.5% | 1.87% | -1.2% |
| Q2 2020 | $3,834,000 | +29.0% | 124,247 | +26.3% | 1.90% | -31.0% |
| Q1 2020 | $2,973,000 | -17.9% | 98,377 | -20.2% | 2.74% | +65.9% |
| Q4 2019 | $3,620,000 | +5.3% | 123,226 | +6.2% | 1.66% | +1.2% |
| Q3 2019 | $3,438,000 | +7.8% | 116,001 | +6.1% | 1.64% | +13.2% |
| Q2 2019 | $3,189,000 | +3.9% | 109,335 | +1.7% | 1.44% | -0.9% |
| Q1 2019 | $3,069,000 | +21.9% | 107,520 | +18.9% | 1.46% | +13.0% |
| Q4 2018 | $2,518,000 | -16.7% | 90,411 | -17.1% | 1.29% | +6.0% |
| Q3 2018 | $3,022,000 | +5.0% | 109,064 | +5.7% | 1.22% | -7.0% |
| Q2 2018 | $2,878,000 | +5.2% | 103,180 | +6.2% | 1.31% | +5.1% |
| Q1 2018 | $2,735,000 | +12.6% | 97,125 | +15.0% | 1.24% | +19.1% |
| Q4 2017 | $2,428,000 | – | 84,483 | – | 1.04% | – |
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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% |