SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 334 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $35,721,000 | +5.5% | 1,189,566 | +4.2% | 9.42% | -4.4% |
| Q1 2021 | $33,851,000 | -9.9% | 1,141,819 | -6.5% | 9.86% | -14.6% |
| Q4 2020 | $37,587,000 | +14.0% | 1,220,688 | +14.0% | 11.54% | -2.0% |
| Q3 2020 | $32,984,000 | +8.9% | 1,070,914 | +9.1% | 11.77% | +2.5% |
| Q2 2020 | $30,278,000 | -31.4% | 981,571 | -32.8% | 11.48% | -38.0% |
| Q1 2020 | $44,156,000 | +22.1% | 1,461,049 | +18.7% | 18.50% | +17.0% |
| Q4 2019 | $36,171,000 | +2006.6% | 1,231,283 | +1904.2% | 15.82% | +1335.1% |
| Q1 2018 | $1,717,000 | – | 61,434 | – | 1.10% | – |
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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% |