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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,749 | -89.9% | 18,378 | -89.4% | 0.01% | -88.5% |
| Q2 2023 | $4,318,773 | +2.7% | 173,028 | +5.3% | 0.09% | +6.1% |
| Q1 2023 | $4,206,027 | +701.0% | 164,298 | +702.5% | 0.08% | +645.5% |
| Q4 2022 | $525,103 | -25.2% | 20,472 | -27.9% | 0.01% | -31.2% |
| Q3 2022 | $702,000 | -17.2% | 28,383 | -12.2% | 0.02% | -15.8% |
| Q2 2022 | $848,000 | -36.1% | 32,320 | -34.2% | 0.02% | -26.9% |
| Q1 2022 | $1,328,000 | -56.3% | 49,104 | -52.7% | 0.03% | -50.0% |
| Q4 2021 | $3,037,000 | -19.2% | 103,913 | -17.6% | 0.05% | -23.5% |
| Q3 2021 | $3,757,000 | -49.4% | 126,066 | -49.1% | 0.07% | -48.9% |
| Q2 2021 | $7,428,000 | – | 247,532 | – | 0.13% | – |
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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% |