SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 157 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $23,077,000 | -18.5% | 747,803 | -20.2% | 1.45% | -19.5% |
| Q1 2020 | $28,327,000 | -1.0% | 937,597 | -3.7% | 1.80% | +25.3% |
| Q4 2019 | $28,611,000 | -22.0% | 973,819 | -21.3% | 1.44% | -22.7% |
| Q3 2019 | $36,687,000 | +257.4% | 1,237,742 | +251.8% | 1.86% | +275.7% |
| Q2 2019 | $10,264,000 | -23.3% | 351,873 | -25.0% | 0.49% | -22.8% |
| Q1 2019 | $13,388,000 | -4.7% | 469,105 | -7.0% | 0.64% | -15.9% |
| Q4 2018 | $14,047,000 | +53.6% | 504,390 | +52.8% | 0.76% | +131.3% |
| Q3 2018 | $9,144,000 | -8.5% | 329,996 | -7.9% | 0.33% | -3.2% |
| Q2 2018 | $9,998,000 | +6.6% | 358,483 | +7.6% | 0.34% | +3.3% |
| Q1 2018 | $9,379,000 | +794.9% | 333,071 | +813.1% | 0.33% | +813.9% |
| Q4 2017 | $1,048,000 | -4.6% | 36,478 | +91.6% | 0.04% | -7.7% |
| Q3 2017 | $1,099,000 | +59.5% | 19,035 | +59.4% | 0.04% | +18.2% |
| Q2 2017 | $689,000 | -42.2% | 11,945 | -42.8% | 0.03% | -45.0% |
| Q1 2017 | $1,192,000 | – | 20,873 | – | 0.06% | – |
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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% |