SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 437 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $15,835,152 | -0.2% | 631,134 | +0.5% | 5.69% | -1.6% |
Q1 2024 | $15,872,857 | -0.4% | 627,882 | +1.0% | 5.78% | -7.8% |
Q4 2023 | $15,936,055 | +3.6% | 621,531 | -1.7% | 6.28% | -11.0% |
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% |