SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 381 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,387,140 | +15.3% | 632,175 | +20.2% | 7.05% | +15.5% |
| Q2 2023 | $13,348,527 | +1.7% | 526,154 | +3.3% | 6.10% | -11.3% |
| Q1 2023 | $13,130,592 | +9.2% | 509,135 | +6.4% | 6.88% | -4.4% |
| Q4 2022 | $12,020,031 | -0.2% | 478,314 | -0.8% | 7.19% | -20.9% |
| Q3 2022 | $12,043,000 | +4.0% | 481,951 | +12.3% | 9.10% | -11.0% |
| Q2 2022 | $11,581,000 | +12.9% | 429,061 | +10.8% | 10.22% | +0.9% |
| Q1 2022 | $10,254,000 | -6.5% | 387,302 | +3.3% | 10.13% | +0.6% |
| Q4 2021 | $10,962,000 | – | 374,925 | – | 10.07% | – |
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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% |