SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 392 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Willow Creek Wealth Management Inc. | 2,951,640 | $87,428,000 | 18.08% |
| RESTON WEALTH MANAGEMENT LLC | 1,107,100 | $32,792,000 | 15.91% |
| SENTINEL PENSION ADVISORS INC | 1,419,545 | $42,047,000 | 13.24% |
| WALLER FINANCIAL PLANNING GROUP, INC | 1,448,937 | $42,918,000 | 10.75% |
| Astoria Strategic Wealth, Inc. | 935,326 | $27,704,000 | 10.57% |
| Boston Standard Wealth Management, LLC | 1,235,730 | $36,602,000,000 | 10.21% |
| Rinkey Investments | 374,925 | $10,962,000 | 10.07% |
| Trinity Wealth Management, LLC | 489,816 | $14,508,000 | 9.98% |
| Weitzel Financial Services, Inc. | 548,475 | $16,245,829,000 | 9.81% |
| Financial Strategies Group, Inc. | 800,118 | $23,700,000 | 9.66% |