SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 392 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17,174,574 | -1.4% | 705,611 | +2.8% | 7.82% | +1.2% |
Q2 2023 | $17,416,271 | +2.5% | 686,491 | +4.2% | 7.73% | -6.8% |
Q1 2023 | $16,990,488 | +6.5% | 658,801 | +3.8% | 8.29% | +1.2% |
Q4 2022 | $15,953,785 | +3.9% | 634,850 | +3.2% | 8.19% | -4.4% |
Q3 2022 | $15,351,000 | +7.5% | 615,274 | +13.5% | 8.57% | +10.3% |
Q2 2022 | $14,280,000 | +199.7% | 541,926 | +216.2% | 7.77% | +217.9% |
Q1 2022 | $4,764,000 | +52.3% | 171,413 | +62.3% | 2.44% | +61.0% |
Q4 2021 | $3,128,000 | +1117.1% | 105,592 | +1125.4% | 1.52% | +825.6% |
Q3 2021 | $257,000 | – | 8,617 | – | 0.16% | – |
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% |