SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 381 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $229,805 | -19.5% | 9,058 | -20.3% | 0.03% | -26.2% |
| Q4 2022 | $285,590 | -7.9% | 11,365 | -8.5% | 0.04% | -14.3% |
| Q3 2022 | $310,000 | +10.3% | 12,422 | +16.7% | 0.05% | +16.7% |
| Q2 2022 | $281,000 | +1.8% | 10,647 | +7.1% | 0.04% | +10.5% |
| Q1 2022 | $276,000 | +3.4% | 9,941 | +10.2% | 0.04% | +5.6% |
| Q4 2021 | $267,000 | +15.6% | 9,024 | +16.7% | 0.04% | +5.9% |
| Q3 2021 | $231,000 | +10.0% | 7,734 | +10.3% | 0.03% | +6.2% |
| Q2 2021 | $210,000 | -25.5% | 7,010 | -23.5% | 0.03% | -52.9% |
| Q3 2020 | $282,000 | +29.4% | 9,167 | +28.4% | 0.07% | -11.7% |
| Q1 2020 | $218,000 | -21.0% | 7,138 | -22.8% | 0.08% | -6.1% |
| Q4 2019 | $276,000 | -41.6% | 9,251 | -44.1% | 0.08% | -57.3% |
| Q1 2019 | $473,000 | +715.5% | 16,558 | +1523.3% | 0.19% | +562.1% |
| Q4 2015 | $58,000 | – | 1,020 | – | 0.03% | – |
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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% |