SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 334 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $15,209,532 | +9.1% | 593,195 | +3.6% | 1.56% | -3.5% |
| Q3 2023 | $13,937,217 | -2.7% | 572,605 | +1.4% | 1.62% | -20.0% |
| Q2 2023 | $14,324,243 | +3.0% | 564,613 | +4.7% | 2.03% | +28.1% |
| Q1 2023 | $13,909,951 | +3.0% | 539,354 | +1.7% | 1.58% | +67.6% |
| Q4 2022 | $13,510,654 | -5.8% | 530,245 | -1.4% | 0.94% | -5.1% |
| Q1 2022 | $14,349,000 | -8.7% | 537,609 | -0.7% | 1.00% | -3.9% |
| Q4 2021 | $15,709,000 | +1.4% | 541,324 | +4.0% | 1.04% | +0.5% |
| Q3 2021 | $15,495,000 | +8.2% | 520,470 | +9.2% | 1.03% | +2.2% |
| Q2 2021 | $14,320,000 | +7.2% | 476,533 | +6.4% | 1.01% | -2.8% |
| Q1 2021 | $13,361,000 | +7.1% | 447,907 | +9.3% | 1.04% | -2.3% |
| Q4 2020 | $12,478,000 | +8.1% | 409,672 | +8.7% | 1.06% | -5.8% |
| Q3 2020 | $11,547,000 | +9.9% | 376,740 | +10.8% | 1.13% | +3.5% |
| Q2 2020 | $10,506,000 | -2.5% | 340,113 | -3.8% | 1.09% | -22.2% |
| Q1 2020 | $10,778,000 | -10.7% | 353,619 | -12.6% | 1.40% | -1.8% |
| Q4 2019 | $12,068,000 | +4.1% | 404,588 | +2.4% | 1.42% | -10.1% |
| Q3 2019 | $11,594,000 | +0.1% | 395,174 | +0.7% | 1.58% | -9.1% |
| Q2 2019 | $11,583,000 | +4.4% | 392,271 | +1.0% | 1.74% | +0.7% |
| Q1 2019 | $11,094,000 | +5.8% | 388,298 | +3.9% | 1.73% | +2.7% |
| Q4 2018 | $10,487,000 | +3.5% | 373,609 | +1.1% | 1.69% | -8.8% |
| Q3 2018 | $10,134,000 | +3.6% | 369,462 | +5.3% | 1.85% | -7.8% |
| Q2 2018 | $9,785,000 | -3.4% | 350,829 | -2.5% | 2.01% | -9.8% |
| Q1 2018 | $10,130,000 | +63.1% | 359,743 | +66.5% | 2.22% | +33.7% |
| Q4 2017 | $6,210,000 | – | 216,080 | – | 1.66% | – |
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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% |