SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 437 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $830,204 | -15.9% | 33,089 | -15.3% | 0.03% | -16.2% |
| Q1 2024 | $987,412 | +0.9% | 39,059 | +2.3% | 0.04% | -7.5% |
| Q4 2023 | $978,833 | -23.6% | 38,176 | -27.5% | 0.04% | -35.5% |
| Q3 2023 | $1,281,089 | -4.9% | 52,633 | -0.9% | 0.06% | 0.0% |
| Q2 2023 | $1,346,804 | -8.7% | 53,086 | -7.2% | 0.06% | -18.4% |
| Q1 2023 | $1,474,654 | +2.6% | 57,179 | +0.0% | 0.08% | -1.3% |
| Q4 2022 | $1,436,710 | +18.9% | 57,171 | +18.1% | 0.08% | +5.5% |
| Q3 2022 | $1,208,000 | +464.5% | 48,403 | +495.2% | 0.07% | +508.3% |
| Q2 2022 | $214,000 | – | 8,132 | – | 0.01% | – |
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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% |