SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 400 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $126,475 | +2.6% | 4,904 | 0.0% | 0.03% | -5.7% |
Q4 2022 | $123,238 | -10.4% | 4,904 | -11.0% | 0.04% | -5.4% |
Q3 2022 | $137,525 | -42.4% | 5,512 | -39.1% | 0.04% | -40.3% |
Q2 2022 | $238,626 | -5.2% | 9,056 | 0.0% | 0.06% | 0.0% |
Q1 2022 | $251,667 | -2.1% | 9,056 | +4.3% | 0.06% | -12.7% |
Q4 2021 | $257,191 | -0.8% | 8,683 | 0.0% | 0.07% | +4.4% |
Q3 2021 | $259,188 | +3.3% | 8,683 | +3.9% | 0.07% | +1.5% |
Q2 2021 | $250,884 | +1.2% | 8,360 | 0.0% | 0.07% | -5.6% |
Q1 2021 | $247,874 | -4.9% | 8,360 | -1.2% | 0.07% | -13.4% |
Q4 2020 | $260,607 | +4.5% | 8,464 | +4.6% | 0.08% | 0.0% |
Q3 2020 | $249,345 | -0.2% | 8,093 | 0.0% | 0.08% | -7.9% |
Q2 2020 | $249,750 | +2.1% | 8,093 | 0.0% | 0.09% | -21.2% |
Q1 2020 | $244,570 | -1.1% | 8,093 | -3.9% | 0.11% | +7.6% |
Q4 2019 | $247,350 | +18.0% | 8,419 | +19.0% | 0.10% | +9.4% |
Q3 2019 | $209,673 | +1.6% | 7,074 | 0.0% | 0.10% | 0.0% |
Q2 2019 | $206,349 | -13.7% | 7,074 | -15.6% | 0.10% | -17.9% |
Q1 2019 | $239,222 | +2.5% | 8,382 | 0.0% | 0.12% | -17.0% |
Q4 2018 | $233,439 | +0.5% | 8,382 | 0.0% | 0.14% | +12.8% |
Q3 2018 | $232,265 | -0.6% | 8,382 | 0.0% | 0.12% | -6.7% |
Q2 2018 | $233,774 | -21.0% | 8,382 | -20.3% | 0.13% | -20.7% |
Q1 2018 | $295,990 | -2.0% | 10,511 | 0.0% | 0.17% | +10.5% |
Q4 2017 | $302,086 | – | 10,511 | – | 0.15% | – |
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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% |