SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 304 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $51,476 | -1.6% | 2,029 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $52,328 | +2.6% | 2,029 | 0.0% | 0.01% | -16.7% |
Q4 2022 | $50,989 | -0.0% | 2,029 | 0.0% | 0.01% | -14.3% |
Q3 2022 | $51,000 | -3.8% | 2,029 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $53,000 | -5.4% | 2,029 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $56,000 | -6.7% | 2,029 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $60,000 | -1.6% | 2,029 | 0.0% | 0.01% | -22.2% |
Q3 2021 | $61,000 | 0.0% | 2,029 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $61,000 | +1.7% | 2,029 | 0.0% | 0.01% | -10.0% |
Q1 2021 | $60,000 | -3.2% | 2,029 | 0.0% | 0.01% | -16.7% |
Q4 2020 | $62,000 | -1.6% | 2,029 | 0.0% | 0.01% | -14.3% |
Q3 2020 | $63,000 | 0.0% | 2,029 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $63,000 | +3.3% | 2,029 | 0.0% | 0.01% | +40.0% |
Q1 2020 | $61,000 | – | 2,029 | – | 0.01% | – |
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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% |