SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 9 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,548,457 | -30.7% | 351,211 | -27.7% | 0.97% | -29.9% |
| Q2 2023 | $12,327,732 | +0.7% | 485,918 | +2.3% | 1.38% | -5.1% |
| Q1 2023 | $12,245,025 | +9.6% | 474,798 | +6.8% | 1.45% | +3.9% |
| Q4 2022 | $11,176,799 | +1.6% | 444,760 | +0.9% | 1.40% | -7.2% |
| Q3 2022 | $11,001,000 | -3.2% | 440,928 | +2.2% | 1.51% | -0.4% |
| Q2 2022 | $11,365,000 | +49.7% | 431,318 | +57.9% | 1.51% | +66.7% |
| Q1 2022 | $7,592,000 | -1.9% | 273,209 | +4.6% | 0.91% | -1.6% |
| Q4 2021 | $7,739,000 | +117.4% | 261,279 | +119.1% | 0.92% | +103.5% |
| Q3 2021 | $3,559,000 | -40.3% | 119,235 | -40.0% | 0.45% | -42.4% |
| Q2 2021 | $5,959,000 | +6.6% | 198,566 | +5.3% | 0.79% | -4.6% |
| Q1 2021 | $5,592,000 | -4.9% | 188,604 | -1.3% | 0.82% | -11.2% |
| Q4 2020 | $5,883,000 | +16.0% | 191,053 | +16.1% | 0.93% | +4.4% |
| Q3 2020 | $5,070,000 | -28.8% | 164,573 | -28.7% | 0.89% | -33.1% |
| Q2 2020 | $7,118,000 | +173.1% | 230,667 | +167.5% | 1.33% | +137.7% |
| Q1 2020 | $2,606,000 | – | 86,229 | – | 0.56% | – |
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% |