SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 304 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $20,962,000 | +3.2% | 713,466 | +4.2% | 5.19% | -5.5% |
| Q3 2019 | $20,303,000 | -21.0% | 685,003 | -22.5% | 5.49% | +26.5% |
| Q2 2019 | $25,705,000 | +601.6% | 883,972 | +588.6% | 4.34% | +177.7% |
| Q1 2019 | $3,664,000 | +10.9% | 128,380 | +8.2% | 1.56% | -37.3% |
| Q4 2018 | $3,304,000 | +34.1% | 118,635 | +33.4% | 2.49% | +178.5% |
| Q3 2018 | $2,464,000 | -2.6% | 88,919 | -1.9% | 0.90% | -8.0% |
| Q2 2018 | $2,529,000 | -3.1% | 90,671 | -2.2% | 0.97% | +23.9% |
| Q1 2018 | $2,610,000 | – | 92,685 | – | 0.78% | – |
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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% |