SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 292 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $253,549 | +0.5% | 9,831 | -2.1% | 0.05% | -16.1% |
Q4 2022 | $252,328 | -2.2% | 10,041 | -2.8% | 0.06% | -9.7% |
Q3 2022 | $258,000 | -6.9% | 10,325 | -1.7% | 0.06% | -4.6% |
Q2 2022 | $277,000 | +6.9% | 10,507 | +12.9% | 0.06% | +30.0% |
Q1 2022 | $259,000 | -5.1% | 9,310 | +1.0% | 0.05% | +8.7% |
Q4 2021 | $273,000 | -7.1% | 9,220 | -6.3% | 0.05% | -13.2% |
Q3 2021 | $294,000 | -4.9% | 9,845 | -4.5% | 0.05% | -5.4% |
Q2 2021 | $309,000 | -33.5% | 10,313 | -34.3% | 0.06% | -39.1% |
Q1 2021 | $465,000 | -19.7% | 15,695 | -16.5% | 0.09% | -28.1% |
Q4 2020 | $579,000 | -29.7% | 18,798 | -29.7% | 0.13% | -41.0% |
Q3 2020 | $824,000 | +140.9% | 26,750 | +141.3% | 0.22% | +119.2% |
Q2 2020 | $342,000 | -4.5% | 11,084 | -6.4% | 0.10% | -22.7% |
Q1 2020 | $358,000 | -65.3% | 11,845 | -66.3% | 0.13% | -59.9% |
Q4 2019 | $1,033,000 | +56.8% | 35,143 | +58.1% | 0.32% | +45.0% |
Q3 2019 | $659,000 | +48.8% | 22,223 | +46.3% | 0.22% | +48.6% |
Q2 2019 | $443,000 | – | 15,186 | – | 0.15% | – |
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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% |