SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 218 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $279,527 | -2.3% | 11,018 | -0.7% | 0.02% | -10.5% |
| Q1 2023 | $286,114 | +2.7% | 11,094 | +0.1% | 0.02% | -9.5% |
| Q4 2022 | $278,641 | +33.3% | 11,088 | +57.4% | 0.02% | +31.2% |
| Q4 2021 | $209,000 | -15.0% | 7,044 | -14.4% | 0.02% | -38.5% |
| Q3 2021 | $246,000 | -43.8% | 8,233 | -43.6% | 0.03% | -13.3% |
| Q2 2021 | $438,000 | +2.3% | 14,587 | +1.0% | 0.03% | -9.1% |
| Q1 2021 | $428,000 | +9.2% | 14,442 | +13.3% | 0.03% | +6.5% |
| Q4 2020 | $392,000 | -13.5% | 12,746 | -13.3% | 0.03% | -11.4% |
| Q3 2020 | $453,000 | +50.5% | 14,697 | +50.8% | 0.04% | +52.2% |
| Q2 2020 | $301,000 | -41.3% | 9,744 | -42.5% | 0.02% | -62.9% |
| Q1 2020 | $513,000 | +87.9% | 16,958 | +85.9% | 0.06% | +121.4% |
| Q3 2019 | $273,000 | -10.2% | 9,124 | -12.5% | 0.03% | -9.7% |
| Q2 2019 | $304,000 | +19.2% | 10,425 | +17.4% | 0.03% | +10.7% |
| Q1 2019 | $255,000 | +17.0% | 8,878 | +13.3% | 0.03% | +3.7% |
| Q4 2018 | $218,000 | +4.3% | 7,839 | +3.8% | 0.03% | +17.4% |
| Q3 2018 | $209,000 | – | 7,550 | – | 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% |