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 | $429,772 | +16.8% | 17,657 | +21.7% | 0.34% | +15.0% |
Q2 2023 | $367,967 | +2.3% | 14,504 | +4.0% | 0.30% | -2.6% |
Q1 2023 | $359,694 | +17.3% | 13,947 | +14.3% | 0.31% | +16.2% |
Q4 2022 | $306,713 | +10.7% | 12,205 | +10.1% | 0.26% | +7.7% |
Q3 2022 | $277,000 | -1.4% | 11,086 | +3.9% | 0.25% | +13.4% |
Q2 2022 | $281,000 | -2.1% | 10,670 | +3.2% | 0.22% | +18.6% |
Q1 2022 | $287,000 | -100.0% | 10,341 | -97.2% | 0.18% | -97.2% |
Q4 2021 | $10,960,733,000 | +113353.4% | 370,045 | +14.3% | 6.65% | +4.6% |
Q3 2021 | $9,661,000 | +56.8% | 323,654 | +57.6% | 6.36% | +42.3% |
Q2 2021 | $6,161,000 | – | 205,312 | – | 4.47% | – |
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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% |