SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 399 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 4,260.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $770,923 | +83.2% | 31,673 | +90.9% | 0.03% | +85.7% |
| Q2 2023 | $420,886 | -5.7% | 16,589 | -4.1% | 0.01% | -6.7% |
| Q1 2023 | $446,207 | -2.9% | 17,301 | -5.3% | 0.02% | -25.0% |
| Q4 2022 | $459,329 | +48.2% | 18,278 | +47.1% | 0.02% | +42.9% |
| Q3 2022 | $310,000 | +715.8% | 12,422 | +751.4% | 0.01% | +600.0% |
| Q2 2022 | $38,000 | +90.0% | 1,459 | +104.6% | 0.00% | +100.0% |
| Q1 2022 | $20,000 | -77.0% | 713 | -75.8% | 0.00% | -66.7% |
| Q4 2021 | $87,000 | +31.8% | 2,951 | +34.2% | 0.00% | 0.0% |
| Q3 2021 | $66,000 | +83.3% | 2,199 | +84.9% | 0.00% | +50.0% |
| Q2 2021 | $36,000 | -7.7% | 1,189 | -8.6% | 0.00% | 0.0% |
| Q1 2021 | $39,000 | +105.3% | 1,301 | +107.5% | 0.00% | +100.0% |
| Q4 2020 | $19,000 | +850.0% | 627 | +1040.0% | 0.00% | – |
| Q3 2020 | $2,000 | +100.0% | 55 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 55 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -50.0% | 55 | -12.7% | 0.00% | – |
| Q4 2019 | $2,000 | -75.0% | 63 | -76.6% | 0.00% | -100.0% |
| Q3 2019 | $8,000 | +300.0% | 269 | +253.9% | 0.00% | – |
| Q2 2019 | $2,000 | -98.0% | 76 | -97.8% | 0.00% | -100.0% |
| Q4 2017 | $101,000 | +1.0% | 3,500 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $100,000 | – | 3,500 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Willow Creek Wealth Management Inc. | 3,111,621 | $86,472,000 | 17.38% |
| RESTON WEALTH MANAGEMENT LLC | 1,111,731 | $30,895,000 | 15.85% |
| Capitol Family Office, Inc. | 541,345 | $15,044,000 | 12.11% |
| TOBIAS FINANCIAL ADVISORS, INC. | 1,256,928 | $34,930,000 | 12.05% |
| Stadion Money Management, LLC | 7,197,825 | $200,028,000 | 11.37% |
| Boston Standard Wealth Management, LLC | 1,281,117 | $35,602,000,000 | 10.21% |
| Rinkey Investments | 387,302 | $10,254,000 | 10.13% |
| WALLER FINANCIAL PLANNING GROUP, INC | 1,361,419 | $37,834,000 | 10.02% |
| Astoria Strategic Wealth, Inc. | 919,165 | $25,544,000 | 10.02% |
| Weitzel Financial Services, Inc. | 558,032 | $15,507,709,000 | 9.91% |