SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 144 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $286,300 | -60.3% | 11,285 | -59.6% | 0.03% | -23.1% |
| Q1 2023 | $720,710 | -14.7% | 27,945 | -16.9% | 0.04% | -23.5% |
| Q4 2022 | $844,602 | -8.1% | 33,609 | -8.8% | 0.05% | -17.7% |
| Q3 2022 | $919,000 | +44.7% | 36,858 | +53.0% | 0.06% | +44.2% |
| Q2 2022 | $635,000 | +0.2% | 24,087 | +5.5% | 0.04% | +13.2% |
| Q1 2022 | $634,000 | -24.3% | 22,840 | -19.3% | 0.04% | -26.9% |
| Q4 2021 | $838,000 | -12.3% | 28,289 | -11.5% | 0.05% | -20.0% |
| Q3 2021 | $955,000 | +29.9% | 31,983 | +30.5% | 0.06% | +22.6% |
| Q2 2021 | $735,000 | -4.2% | 24,505 | -5.2% | 0.05% | -19.7% |
| Q1 2021 | $767,000 | -5.0% | 25,852 | -1.4% | 0.07% | -8.3% |
| Q4 2020 | $807,000 | -84.5% | 26,206 | -84.6% | 0.07% | -79.6% |
| Q3 2020 | $5,191,000 | +49.4% | 170,322 | +51.2% | 0.35% | -21.6% |
| Q2 2020 | $3,475,000 | +19.5% | 112,622 | +17.0% | 0.45% | -11.6% |
| Q1 2020 | $2,909,000 | -26.5% | 96,279 | -28.6% | 0.51% | +1.4% |
| Q4 2019 | $3,959,000 | +394.9% | 134,763 | +399.4% | 0.50% | +289.1% |
| Q3 2019 | $800,000 | +143.2% | 26,987 | +139.1% | 0.13% | +98.5% |
| Q2 2019 | $329,000 | +3.1% | 11,285 | -1.4% | 0.06% | -19.8% |
| Q4 2018 | $319,000 | +2.6% | 11,446 | +1.9% | 0.08% | +65.3% |
| Q3 2018 | $311,000 | -7.7% | 11,235 | -4.2% | 0.05% | -33.8% |
| Q4 2017 | $337,000 | +42.8% | 11,724 | +187.1% | 0.07% | +34.5% |
| Q3 2017 | $236,000 | – | 4,083 | – | 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% |