SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 334 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,541,915 | +13.4% | 145,518 | +18.2% | 0.91% | +8.7% |
| Q2 2023 | $3,122,469 | +12.5% | 123,077 | +14.4% | 0.84% | +5.4% |
| Q1 2023 | $2,775,721 | +146.6% | 107,628 | +140.3% | 0.80% | +121.7% |
| Q4 2022 | $1,125,774 | -62.0% | 44,798 | -62.3% | 0.36% | -65.9% |
| Q3 2022 | $2,965,000 | -2.7% | 118,855 | +2.8% | 1.06% | +9.3% |
| Q2 2022 | $3,047,000 | +51.6% | 115,645 | +59.9% | 0.96% | +64.1% |
| Q1 2022 | $2,010,000 | -16.6% | 72,327 | -11.1% | 0.59% | -10.9% |
| Q4 2021 | $2,411,000 | -80.4% | 81,385 | -80.3% | 0.66% | -82.5% |
| Q3 2021 | $12,313,000 | -6.2% | 412,482 | -5.7% | 3.78% | -10.0% |
| Q2 2021 | $13,130,000 | +3.2% | 437,534 | +2.0% | 4.20% | -6.4% |
| Q1 2021 | $12,724,000 | -1.0% | 429,131 | +2.8% | 4.48% | -6.9% |
| Q4 2020 | $12,853,000 | +3.0% | 417,435 | +3.1% | 4.82% | -10.4% |
| Q3 2020 | $12,474,000 | +85.5% | 404,861 | +85.8% | 5.38% | +55.4% |
| Q2 2020 | $6,724,000 | -32.9% | 217,891 | -34.3% | 3.46% | -43.6% |
| Q1 2020 | $10,023,000 | +10.7% | 331,659 | +7.6% | 6.14% | +48.0% |
| Q4 2019 | $9,053,000 | +146.9% | 308,136 | +149.1% | 4.15% | +101.1% |
| Q3 2019 | $3,666,000 | – | 123,690 | – | 2.06% | – |
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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% |