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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,591,295 | +9.1% | 229,716 | +13.7% | 0.62% | +11.2% |
| Q2 2023 | $5,126,064 | -1.9% | 202,052 | -0.3% | 0.55% | -7.4% |
| Q1 2023 | $5,224,240 | +9.0% | 202,568 | +6.2% | 0.60% | +0.5% |
| Q4 2022 | $4,794,290 | +50.7% | 190,780 | +49.6% | 0.60% | +35.2% |
| Q3 2022 | $3,182,000 | +26.4% | 127,552 | +33.5% | 0.44% | +22.6% |
| Q2 2022 | $2,517,000 | +28.4% | 95,521 | +30.0% | 0.36% | +33.5% |
| Q1 2022 | $1,961,000 | +0.5% | 73,499 | +11.5% | 0.27% | +3.9% |
| Q4 2021 | $1,952,000 | +23.4% | 65,899 | +24.3% | 0.26% | +11.2% |
| Q3 2021 | $1,582,000 | -1.4% | 53,018 | +0.1% | 0.23% | -6.0% |
| Q2 2021 | $1,604,000 | +12.8% | 52,986 | +10.5% | 0.25% | +12.2% |
| Q1 2021 | $1,422,000 | -2.6% | 47,968 | +0.4% | 0.22% | -7.9% |
| Q4 2020 | $1,460,000 | -0.1% | 47,796 | +0.7% | 0.24% | -17.0% |
| Q3 2020 | $1,462,000 | -0.7% | 47,452 | +0.3% | 0.29% | -4.9% |
| Q2 2020 | $1,473,000 | -15.0% | 47,291 | -17.6% | 0.30% | -31.2% |
| Q1 2020 | $1,733,000 | -3.1% | 57,362 | -5.8% | 0.44% | +11.6% |
| Q4 2019 | $1,789,000 | -1.6% | 60,898 | -0.7% | 0.40% | -8.8% |
| Q3 2019 | $1,818,000 | +4.5% | 61,348 | +2.9% | 0.43% | 0.0% |
| Q2 2019 | $1,739,000 | +4.6% | 59,618 | +2.3% | 0.43% | -3.3% |
| Q1 2019 | $1,663,000 | +2.9% | 58,291 | +0.4% | 0.45% | -10.0% |
| Q4 2018 | $1,616,000 | – | 58,042 | – | 0.50% | – |
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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% |