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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $235,462 | -8.8% | 9,674 | -5.9% | 0.06% | -4.5% |
| Q2 2023 | $258,165 | -27.2% | 10,281 | -25.8% | 0.07% | -31.2% |
| Q1 2023 | $354,761 | -12.0% | 13,858 | -11.0% | 0.10% | -7.7% |
| Q4 2022 | $403,049 | -7.8% | 15,574 | -12.5% | 0.10% | -4.6% |
| Q3 2022 | $437,000 | -13.1% | 17,796 | -5.5% | 0.11% | +6.9% |
| Q2 2022 | $503,000 | -17.7% | 18,822 | -14.5% | 0.10% | +2.0% |
| Q1 2022 | $611,000 | -9.6% | 22,003 | -5.6% | 0.10% | -6.5% |
| Q4 2021 | $676,000 | -19.6% | 23,302 | -17.3% | 0.11% | -20.1% |
| Q3 2021 | $841,000 | -19.9% | 28,174 | -19.5% | 0.13% | -21.6% |
| Q2 2021 | $1,050,000 | -16.9% | 34,980 | -17.9% | 0.17% | -22.3% |
| Q1 2021 | $1,263,000 | -34.2% | 42,626 | -31.6% | 0.22% | -38.9% |
| Q4 2020 | $1,918,000 | -30.0% | 62,323 | -29.9% | 0.36% | -39.2% |
| Q3 2020 | $2,739,000 | -71.2% | 88,910 | -71.1% | 0.59% | -75.5% |
| Q2 2020 | $9,502,000 | -1.8% | 307,934 | -3.8% | 2.42% | -21.3% |
| Q1 2020 | $9,673,000 | +15.3% | 320,120 | +12.1% | 3.08% | +37.6% |
| Q4 2019 | $8,391,000 | +10.0% | 285,588 | +11.0% | 2.24% | -0.9% |
| Q3 2019 | $7,627,000 | +16.6% | 257,322 | +14.8% | 2.26% | +11.5% |
| Q2 2019 | $6,540,000 | +17.9% | 224,217 | +15.3% | 2.02% | +10.7% |
| Q1 2019 | $5,549,000 | +76.0% | 194,435 | +71.1% | 1.83% | +3.6% |
| Q3 2018 | $3,153,000 | +64.6% | 113,667 | +65.9% | 1.76% | +41.8% |
| Q2 2018 | $1,915,000 | +105.7% | 68,531 | +107.2% | 1.24% | +84.6% |
| Q1 2018 | $931,000 | +71.8% | 33,078 | +75.4% | 0.67% | +190.5% |
| Q4 2017 | $542,000 | – | 18,856 | – | 0.23% | – |
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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% |