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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Willow Creek Wealth Management Inc. | 2,951,640 | $87,428,000 | 18.08% |
| RESTON WEALTH MANAGEMENT LLC | 1,107,100 | $32,792,000 | 15.91% |
| SENTINEL PENSION ADVISORS INC | 1,419,545 | $42,047,000 | 13.24% |
| WALLER FINANCIAL PLANNING GROUP, INC | 1,448,937 | $42,918,000 | 10.75% |
| Astoria Strategic Wealth, Inc. | 935,326 | $27,704,000 | 10.57% |
| Boston Standard Wealth Management, LLC | 1,235,730 | $36,602,000,000 | 10.21% |
| Rinkey Investments | 374,925 | $10,962,000 | 10.07% |
| Trinity Wealth Management, LLC | 489,816 | $14,508,000 | 9.98% |
| Weitzel Financial Services, Inc. | 548,475 | $16,245,829,000 | 9.81% |
| Financial Strategies Group, Inc. | 800,118 | $23,700,000 | 9.66% |