SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 9 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,267 | -7.8% | 134,200 | -4.0% | 0.37% | -3.1% |
| Q2 2023 | $3,545 | +5.9% | 139,747 | +7.7% | 0.38% | -2.3% |
| Q1 2023 | $3,348 | -29.8% | 129,798 | -31.6% | 0.39% | -22.2% |
| Q4 2022 | $4,768 | -99.9% | 189,734 | +6.7% | 0.50% | +4.1% |
| Q3 2022 | $4,437,000 | -1.2% | 177,864 | +4.4% | 0.48% | -19.5% |
| Q2 2022 | $4,491,000 | +0.6% | 170,407 | +6.1% | 0.60% | +53.3% |
| Q1 2022 | $4,464,000 | -16.6% | 160,640 | -11.1% | 0.39% | -10.3% |
| Q4 2021 | $5,351,000 | -3.8% | 180,668 | -3.1% | 0.44% | -4.8% |
| Q3 2021 | $5,565,000 | +4.2% | 186,430 | +4.7% | 0.46% | -32.0% |
| Q2 2021 | $5,342,000 | +52.0% | 177,983 | +50.1% | 0.68% | +23.2% |
| Q1 2021 | $3,515,000 | -52.3% | 118,543 | -50.5% | 0.55% | -53.7% |
| Q4 2020 | $7,376,000 | +120.8% | 239,544 | +120.8% | 1.18% | +17.1% |
| Q3 2020 | $3,341,000 | -5.3% | 108,505 | -5.1% | 1.01% | -30.8% |
| Q2 2020 | $3,529,000 | +181.6% | 114,376 | +175.9% | 1.46% | +64.9% |
| Q1 2020 | $1,253,000 | – | 41,460 | – | 0.88% | – |
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% |