SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 394 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,433,675 | +11.3% | 1,948,795 | +16.1% | 3.23% | +12.9% |
| Q2 2023 | $42,602,887 | +55.3% | 1,679,262 | +57.9% | 2.86% | +32.0% |
| Q1 2023 | $27,426,313 | +7.6% | 1,063,446 | +4.9% | 2.17% | -4.1% |
| Q4 2022 | $25,484,025 | +796.1% | 1,014,088 | +789.5% | 2.26% | +752.8% |
| Q3 2022 | $2,844,000 | +28.3% | 114,012 | +35.5% | 0.26% | +26.2% |
| Q2 2022 | $2,217,000 | +413.2% | 84,151 | +441.1% | 0.21% | +500.0% |
| Q1 2022 | $432,000 | +11.9% | 15,551 | +19.1% | 0.04% | +12.9% |
| Q4 2021 | $386,000 | -8.5% | 13,061 | -7.9% | 0.03% | -43.6% |
| Q3 2021 | $422,000 | -16.6% | 14,183 | -15.9% | 0.06% | +5.8% |
| Q2 2021 | $506,000 | -13.4% | 16,871 | -14.3% | 0.05% | -25.7% |
| Q1 2021 | $584,000 | -24.5% | 19,697 | -21.7% | 0.07% | -34.6% |
| Q4 2020 | $774,000 | +225.2% | 25,149 | +224.6% | 0.11% | +109.8% |
| Q3 2020 | $238,000 | – | 7,747 | – | 0.05% | – |
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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% |