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 | $16,757,901 | +4.4% | 688,492 | +8.9% | 0.85% | +1.7% |
| Q2 2023 | $16,046,059 | +6.2% | 632,482 | +7.9% | 0.84% | -3.1% |
| Q1 2023 | $15,114,205 | -40.0% | 586,049 | -41.5% | 0.86% | -45.4% |
| Q4 2022 | $25,172,313 | +8.3% | 1,001,684 | +7.5% | 1.58% | -10.5% |
| Q3 2022 | $23,252,000 | -5.9% | 931,925 | -0.6% | 1.77% | -18.8% |
| Q2 2022 | $24,697,000 | -0.4% | 937,258 | +5.1% | 2.18% | +15.9% |
| Q1 2022 | $24,784,000 | +5128.7% | 891,827 | +5468.7% | 1.88% | +5268.6% |
| Q4 2021 | $474,000 | -66.7% | 16,015 | -66.4% | 0.04% | -69.8% |
| Q3 2021 | $1,422,000 | -36.6% | 47,623 | -36.3% | 0.12% | -18.3% |
| Q2 2021 | $2,243,000 | -45.2% | 74,755 | -45.8% | 0.14% | -51.7% |
| Q1 2021 | $4,090,000 | +33.4% | 137,946 | +38.5% | 0.29% | +15.3% |
| Q4 2020 | $3,066,000 | +171.8% | 99,578 | +172.0% | 0.26% | +125.7% |
| Q3 2020 | $1,128,000 | +221.4% | 36,614 | +221.9% | 0.11% | +135.4% |
| Q2 2020 | $351,000 | +38.7% | 11,375 | +36.1% | 0.05% | +33.3% |
| Q1 2020 | $253,000 | – | 8,358 | – | 0.04% | – |
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% |