SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 412 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248 | -4.2% | 10,198 | 0.0% | 0.04% | -2.2% |
| Q2 2023 | $259 | -1.5% | 10,198 | 0.0% | 0.05% | -9.8% |
| Q1 2023 | $263 | -7.7% | 10,198 | -8.2% | 0.05% | -13.6% |
| Q4 2022 | $285 | -99.9% | 11,104 | -1.8% | 0.06% | -15.7% |
| Q3 2022 | $281,000 | -8.8% | 11,307 | -3.1% | 0.07% | -11.4% |
| Q2 2022 | $308,000 | -13.7% | 11,673 | -11.2% | 0.08% | +19.7% |
| Q1 2022 | $357,000 | -17.6% | 13,146 | -10.6% | 0.07% | -16.5% |
| Q4 2021 | $433,000 | -5.5% | 14,702 | -3.9% | 0.08% | -17.7% |
| Q3 2021 | $458,000 | -12.4% | 15,303 | -12.1% | 0.10% | -15.0% |
| Q2 2021 | $523,000 | +5.4% | 17,419 | +4.1% | 0.11% | -4.2% |
| Q1 2021 | $496,000 | +0.4% | 16,734 | +4.2% | 0.12% | -6.3% |
| Q4 2020 | $494,000 | +72.1% | 16,056 | +71.5% | 0.13% | +51.8% |
| Q3 2020 | $287,000 | -0.7% | 9,361 | 0.0% | 0.08% | -9.8% |
| Q2 2020 | $289,000 | +2.1% | 9,361 | 0.0% | 0.09% | -19.3% |
| Q1 2020 | $283,000 | +31.0% | 9,361 | +27.3% | 0.11% | +44.3% |
| Q4 2019 | $216,000 | +6.4% | 7,356 | +7.3% | 0.08% | -10.2% |
| Q3 2019 | $203,000 | – | 6,854 | – | 0.09% | – |
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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% |