SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 394 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
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. | 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% |