SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 399 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 4,260.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,299 | -58.8% | 11,516 | -30.8% | 0.00% | -50.0% |
| Q2 2023 | $680,488 | +4190.3% | 16,646 | +2606.7% | 0.00% | – |
| Q1 2023 | $15,861 | +2.6% | 615 | 0.0% | 0.00% | – |
| Q4 2022 | $15,455 | -85.0% | 615 | -85.1% | 0.00% | -100.0% |
| Q3 2022 | $103,000 | -93.1% | 4,127 | -92.7% | 0.00% | -90.9% |
| Q2 2022 | $1,496,000 | +79.4% | 56,774 | +89.3% | 0.01% | +57.1% |
| Q1 2022 | $834,000 | +110.6% | 29,996 | +124.2% | 0.01% | +133.3% |
| Q4 2021 | $396,000 | -97.9% | 13,380 | -97.9% | 0.00% | -98.8% |
| Q3 2021 | $19,275,000 | -17.3% | 645,713 | -16.8% | 0.24% | -9.0% |
| Q2 2021 | $23,301,000 | +1078.0% | 776,449 | +1063.7% | 0.27% | +758.1% |
| Q1 2021 | $1,978,000 | -93.7% | 66,724 | -93.5% | 0.03% | -93.1% |
| Q4 2020 | $31,585,000 | +14.8% | 1,025,836 | +14.9% | 0.45% | +14.2% |
| Q3 2020 | $27,517,000 | +19.3% | 893,126 | +19.5% | 0.39% | +16.3% |
| Q2 2020 | $23,059,000 | +21.3% | 747,219 | +18.8% | 0.34% | -56.7% |
| Q1 2020 | $19,004,000 | +11.6% | 628,848 | +8.5% | 0.78% | +46.3% |
| Q4 2019 | $17,024,000 | – | 579,450 | – | 0.53% | – |
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% |