SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 299 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,235,151 | +10.3% | 1,694,131 | +15.0% | 1.89% | +13.3% |
| Q2 2023 | $37,378,735 | +56.3% | 1,473,344 | +58.9% | 1.67% | +62.6% |
| Q1 2023 | $23,915,503 | +11.3% | 927,317 | +8.5% | 1.03% | +0.2% |
| Q4 2022 | $21,480,844 | -0.1% | 854,789 | -0.8% | 1.03% | -16.3% |
| Q3 2022 | $21,500,000 | +15.5% | 861,706 | +22.0% | 1.23% | +8.9% |
| Q2 2022 | $18,609,000 | -3.7% | 706,227 | +1.5% | 1.13% | -4.1% |
| Q1 2022 | $19,327,000 | -2.4% | 695,484 | +4.0% | 1.17% | -0.8% |
| Q4 2021 | $19,801,000 | -36.4% | 668,495 | -35.9% | 1.18% | -41.8% |
| Q3 2021 | $31,129,000 | +5.9% | 1,042,863 | +6.4% | 2.04% | +3.4% |
| Q2 2021 | $29,408,000 | +8.5% | 979,923 | +7.2% | 1.97% | +0.3% |
| Q1 2021 | $27,096,000 | +10.8% | 913,861 | +15.1% | 1.96% | -9.6% |
| Q4 2020 | $24,445,000 | +15.0% | 793,917 | +15.1% | 2.17% | -6.9% |
| Q3 2020 | $21,256,000 | +13.4% | 689,907 | +13.6% | 2.33% | -0.2% |
| Q2 2020 | $18,740,000 | +15.0% | 607,256 | +12.6% | 2.34% | -2.3% |
| Q1 2020 | $16,302,000 | – | 539,432 | – | 2.39% | – |
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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% |