SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 392 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $288,892 | -2.7% | 11,869 | +1.5% | 0.01% | 0.0% |
| Q2 2023 | $296,786 | -6.4% | 11,698 | -4.8% | 0.01% | -9.1% |
| Q1 2023 | $316,911 | +66.9% | 12,288 | +62.6% | 0.01% | +57.1% |
| Q4 2022 | $189,846 | +1.0% | 7,555 | +0.4% | 0.01% | 0.0% |
| Q3 2022 | $188,000 | +2.2% | 7,525 | +7.9% | 0.01% | 0.0% |
| Q2 2022 | $184,000 | -50.8% | 6,975 | -48.2% | 0.01% | -46.2% |
| Q1 2022 | $374,000 | -4.8% | 13,468 | +1.6% | 0.01% | -7.1% |
| Q4 2021 | $393,000 | +1.8% | 13,259 | +2.6% | 0.01% | -6.7% |
| Q3 2021 | $386,000 | -1.8% | 12,920 | -1.4% | 0.02% | -6.2% |
| Q2 2021 | $393,000 | -3.7% | 13,110 | -4.7% | 0.02% | -11.1% |
| Q1 2021 | $408,000 | -3.1% | 13,761 | +0.8% | 0.02% | -5.3% |
| Q4 2020 | $421,000 | +1.2% | 13,658 | +1.2% | 0.02% | -9.5% |
| Q3 2020 | $416,000 | +10.6% | 13,493 | +10.7% | 0.02% | 0.0% |
| Q2 2020 | $376,000 | -2.3% | 12,187 | -4.2% | 0.02% | -19.2% |
| Q1 2020 | $385,000 | +143.7% | 12,726 | +137.3% | 0.03% | +188.9% |
| Q4 2019 | $158,000 | -8.1% | 5,362 | -7.5% | 0.01% | -10.0% |
| Q3 2019 | $172,000 | – | 5,795 | – | 0.01% | – |
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% |