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. | 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% |