SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 400 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $205,000 | -25.5% | 7,365 | -20.8% | 0.01% | -28.6% |
| Q4 2021 | $275,000 | -10.1% | 9,301 | -9.3% | 0.01% | -22.2% |
| Q3 2021 | $306,000 | -1.6% | 10,257 | -1.1% | 0.01% | -18.2% |
| Q2 2021 | $311,000 | +9.1% | 10,372 | +8.0% | 0.01% | -21.4% |
| Q1 2021 | $285,000 | -82.4% | 9,600 | -81.7% | 0.01% | -88.3% |
| Q4 2020 | $1,616,000 | +233.2% | 52,474 | +233.4% | 0.12% | +172.7% |
| Q3 2020 | $485,000 | +7.5% | 15,738 | +7.8% | 0.04% | -35.3% |
| Q2 2020 | $451,000 | +4.4% | 14,601 | +3.2% | 0.07% | -45.2% |
| Q1 2020 | $432,000 | +11.3% | 14,144 | +7.2% | 0.12% | -25.3% |
| Q4 2019 | $388,000 | – | 13,197 | – | 0.17% | – |
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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% |