SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 355 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $72,752 | -4.1% | 2,989 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $75,831 | -21.5% | 2,989 | -20.2% | 0.01% | -27.3% |
| Q1 2023 | $96,635 | +2.6% | 3,747 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $94,162 | +1.2% | 3,747 | 0.0% | 0.01% | -8.3% |
| Q3 2022 | $93,000 | -6.1% | 3,747 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $99,000 | -20.2% | 3,747 | -16.3% | 0.01% | -7.7% |
| Q1 2022 | $124,000 | -6.8% | 4,476 | 0.0% | 0.01% | -18.8% |
| Q4 2021 | $133,000 | -0.7% | 4,476 | 0.0% | 0.02% | -5.9% |
| Q3 2021 | $134,000 | 0.0% | 4,476 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $134,000 | +0.8% | 4,476 | 0.0% | 0.02% | -10.5% |
| Q1 2021 | $133,000 | -3.6% | 4,476 | 0.0% | 0.02% | -5.0% |
| Q4 2020 | $138,000 | 0.0% | 4,476 | 0.0% | 0.02% | -23.1% |
| Q3 2020 | $138,000 | -60.5% | 4,476 | -60.4% | 0.03% | -63.4% |
| Q2 2020 | $349,000 | -37.2% | 11,306 | -38.5% | 0.07% | -47.8% |
| Q1 2020 | $556,000 | +4176.9% | 18,383 | +4068.5% | 0.14% | +4433.3% |
| Q4 2019 | $13,000 | 0.0% | 441 | 0.0% | 0.00% | -25.0% |
| Q3 2019 | $13,000 | 0.0% | 441 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $13,000 | 0.0% | 441 | -1.3% | 0.00% | -20.0% |
| Q1 2019 | $13,000 | -7.1% | 447 | -9.7% | 0.01% | -16.7% |
| Q4 2018 | $14,000 | – | 495 | – | 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% |