SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 412 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $329,725 | +19.2% | 12,785 | +16.2% | 0.07% | +9.5% |
| Q4 2022 | $276,556 | +19.2% | 11,005 | +18.4% | 0.06% | +14.5% |
| Q3 2022 | $232,000 | -22.7% | 9,295 | -16.7% | 0.06% | -12.7% |
| Q2 2022 | $300,000 | -9.9% | 11,157 | -6.9% | 0.06% | -8.7% |
| Q1 2022 | $333,000 | -2.1% | 11,990 | 0.0% | 0.07% | -2.8% |
| Q4 2021 | $340,000 | -0.9% | 11,990 | +4.3% | 0.07% | -9.0% |
| Q3 2021 | $343,000 | -0.6% | 11,499 | 0.0% | 0.08% | -1.3% |
| Q2 2021 | $345,000 | +29.7% | 11,499 | +28.4% | 0.08% | +23.4% |
| Q1 2021 | $266,000 | -84.7% | 8,959 | -84.8% | 0.06% | -90.5% |
| Q4 2019 | $1,735,000 | – | 59,044 | – | 0.68% | – |
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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% |