SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 289 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $347,000 | -79.1% | 11,466 | -79.7% | 0.20% | -83.3% |
| Q4 2019 | $1,662,000 | +20.0% | 56,578 | +21.1% | 1.21% | +75.9% |
| Q3 2019 | $1,385,000 | +62.6% | 46,738 | +60.0% | 0.69% | +55.1% |
| Q2 2019 | $852,000 | +2.5% | 29,212 | +0.3% | 0.44% | +2.8% |
| Q1 2019 | $831,000 | +13.1% | 29,125 | +10.4% | 0.43% | -6.7% |
| Q4 2018 | $735,000 | +4.0% | 26,376 | +3.4% | 0.46% | +14.3% |
| Q3 2018 | $707,000 | – | 25,504 | – | 0.41% | – |
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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% |