SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 355 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $955,759 | +8.3% | 39,267 | +12.9% | 0.49% | +14.9% |
| Q2 2023 | $882,470 | -6.8% | 34,784 | -5.3% | 0.42% | +1.2% |
| Q1 2023 | $947,292 | +8.1% | 36,731 | +5.3% | 0.42% | +8.0% |
| Q4 2022 | $876,409 | +7.5% | 34,875 | +6.8% | 0.39% | -10.4% |
| Q3 2022 | $815,000 | -6.6% | 32,668 | -1.3% | 0.43% | -15.9% |
| Q2 2022 | $873,000 | -7.0% | 33,114 | -2.0% | 0.52% | +2.6% |
| Q1 2022 | $939,000 | -6.0% | 33,777 | +0.1% | 0.50% | +0.8% |
| Q4 2021 | $999,000 | +14.6% | 33,734 | +15.5% | 0.50% | +3.8% |
| Q3 2021 | $872,000 | +3.2% | 29,207 | +3.8% | 0.48% | +8.4% |
| Q2 2021 | $845,000 | +3.3% | 28,151 | +2.1% | 0.44% | -6.9% |
| Q1 2021 | $818,000 | +3.4% | 27,577 | +7.4% | 0.48% | +0.6% |
| Q4 2020 | $791,000 | -56.2% | 25,681 | -56.2% | 0.47% | -63.8% |
| Q3 2020 | $1,806,000 | +203.5% | 58,629 | +173.0% | 1.30% | +217.5% |
| Q3 2018 | $595,000 | +3.3% | 21,475 | +4.0% | 0.41% | -6.8% |
| Q2 2018 | $576,000 | +0.2% | 20,653 | +1.1% | 0.44% | -9.1% |
| Q1 2018 | $575,000 | +28.3% | 20,433 | +31.1% | 0.48% | +47.4% |
| Q4 2017 | $448,000 | – | 15,587 | – | 0.33% | – |
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% |