SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 9 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 | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |