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 | $1,353,678 | -53.6% | 55,615 | -51.7% | 0.13% | -51.0% |
| Q2 2023 | $2,919,499 | -6.1% | 115,077 | -4.6% | 0.26% | -14.4% |
| Q1 2023 | $3,109,480 | -39.7% | 120,569 | -41.7% | 0.30% | -46.9% |
| Q3 2022 | $5,158,000 | +13.5% | 206,726 | +19.9% | 0.57% | +13.9% |
| Q2 2022 | $4,545,000 | -6.0% | 172,477 | -0.8% | 0.50% | +7.2% |
| Q1 2022 | $4,834,000 | +0.9% | 173,949 | +7.5% | 0.47% | +2.8% |
| Q4 2021 | $4,790,000 | +10.5% | 161,860 | +11.5% | 0.46% | -0.9% |
| Q3 2021 | $4,334,000 | +11.8% | 145,204 | +12.4% | 0.46% | +13.0% |
| Q2 2021 | $3,877,000 | +13.8% | 129,175 | +12.4% | 0.41% | +1.2% |
| Q1 2021 | $3,408,000 | +11.9% | 114,944 | +16.2% | 0.40% | +5.5% |
| Q4 2020 | $3,046,000 | +26.7% | 98,929 | +26.8% | 0.38% | +7.3% |
| Q3 2020 | $2,404,000 | +22.2% | 78,026 | +22.4% | 0.36% | +11.9% |
| Q2 2020 | $1,967,000 | +22.2% | 63,728 | +19.6% | 0.32% | +2.6% |
| Q1 2020 | $1,610,000 | +641.9% | 53,279 | +622.8% | 0.31% | +785.7% |
| Q4 2019 | $217,000 | -48.2% | 7,371 | -69.4% | 0.04% | +600.0% |
| Q3 2018 | $419,000 | -53.1% | 24,111 | -3.0% | 0.01% | -50.0% |
| Q2 2018 | $894,000 | – | 24,863 | – | 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% |