SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 392 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $227,870 | -17.7% | 9,068 | -18.7% | 0.05% | -17.2% |
| Q3 2022 | $277,000 | -3.1% | 11,148 | +2.6% | 0.06% | +16.0% |
| Q2 2022 | $286,000 | -14.6% | 10,867 | -9.8% | 0.05% | +2.0% |
| Q1 2022 | $335,000 | +12.4% | 12,042 | +19.8% | 0.05% | +40.0% |
| Q4 2021 | $298,000 | -0.3% | 10,055 | +0.5% | 0.04% | -10.3% |
| Q3 2021 | $299,000 | +6.0% | 10,007 | +6.3% | 0.04% | +14.7% |
| Q2 2021 | $282,000 | +30.0% | 9,412 | +29.0% | 0.03% | +9.7% |
| Q1 2021 | $217,000 | -15.2% | 7,295 | -11.7% | 0.03% | -13.9% |
| Q4 2020 | $256,000 | +13.3% | 8,262 | +12.7% | 0.04% | +500.0% |
| Q3 2020 | $226,000 | +1.8% | 7,334 | +2.7% | 0.01% | -85.4% |
| Q2 2020 | $222,000 | – | 7,144 | – | 0.04% | – |
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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% |