SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 355 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $46,000 | -9.8% | 1,745 | -5.3% | 0.01% | 0.0% |
Q1 2022 | $51,000 | -26.1% | 1,843 | -20.5% | 0.01% | -18.2% |
Q4 2021 | $69,000 | -13.8% | 2,319 | -13.3% | 0.01% | -21.4% |
Q3 2021 | $80,000 | 0.0% | 2,674 | 0.0% | 0.01% | -6.7% |
Q2 2021 | $80,000 | -54.0% | 2,674 | -54.4% | 0.02% | -62.5% |
Q1 2021 | $174,000 | -14.3% | 5,867 | -11.0% | 0.04% | -21.6% |
Q4 2020 | $203,000 | -21.0% | 6,591 | -21.0% | 0.05% | -39.3% |
Q3 2020 | $257,000 | -8.5% | 8,343 | -8.3% | 0.08% | -21.5% |
Q2 2020 | $281,000 | +170.2% | 9,095 | +164.9% | 0.11% | +122.9% |
Q1 2020 | $104,000 | -24.1% | 3,434 | -26.6% | 0.05% | -5.9% |
Q4 2019 | $137,000 | -2.1% | 4,681 | -0.8% | 0.05% | -19.0% |
Q3 2019 | $140,000 | +250.0% | 4,721 | +241.6% | 0.06% | +270.6% |
Q2 2019 | $40,000 | -11.1% | 1,382 | -11.8% | 0.02% | -26.1% |
Q1 2019 | $45,000 | +2.3% | 1,567 | -1.6% | 0.02% | -20.7% |
Q4 2018 | $44,000 | +22.2% | 1,593 | +22.8% | 0.03% | +38.1% |
Q3 2018 | $36,000 | – | 1,297 | – | 0.02% | – |
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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% |