SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 9 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $418,794 | -37.0% | 17,206 | -34.4% | 0.17% | -36.4% |
| Q2 2023 | $665,252 | -2.2% | 26,222 | +0.3% | 0.27% | -12.1% |
| Q1 2023 | $680,318 | +3.6% | 26,156 | +0.1% | 0.31% | +6.6% |
| Q4 2022 | $656,647 | -3.9% | 26,130 | +0.8% | 0.29% | -10.0% |
| Q2 2022 | $683,000 | +1.8% | 25,915 | +7.3% | 0.32% | +13.1% |
| Q1 2022 | $671,000 | -4.3% | 24,163 | +2.0% | 0.28% | -5.7% |
| Q4 2021 | $701,000 | +1.0% | 23,681 | +1.9% | 0.30% | -7.1% |
| Q3 2021 | $694,000 | +2.5% | 23,245 | +3.1% | 0.32% | +0.3% |
| Q2 2021 | $677,000 | +10.8% | 22,548 | +9.4% | 0.32% | -1.5% |
| Q1 2021 | $611,000 | -2.9% | 20,603 | +0.9% | 0.33% | -14.7% |
| Q4 2020 | $629,000 | +13.7% | 20,423 | +13.7% | 0.38% | +1.9% |
| Q3 2020 | $553,000 | -0.2% | 17,964 | 0.0% | 0.38% | -7.2% |
| Q2 2020 | $554,000 | -37.8% | 17,964 | -39.0% | 0.40% | -54.8% |
| Q1 2020 | $890,000 | +10.4% | 29,456 | +7.4% | 0.89% | +44.0% |
| Q4 2019 | $806,000 | +2.9% | 27,425 | +3.8% | 0.62% | -1.9% |
| Q3 2019 | $783,000 | +1.0% | 26,418 | -0.5% | 0.63% | +0.6% |
| Q2 2019 | $775,000 | – | 26,561 | – | 0.63% | – |
Download | ||||||
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% |