SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 304 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $925,269 | +13.7% | 36,471 | +15.5% | 0.14% | +11.9% |
| Q1 2023 | $814,010 | +2.6% | 31,563 | 0.0% | 0.13% | +0.8% |
| Q4 2022 | $793,178 | +0.8% | 31,563 | 0.0% | 0.12% | -6.7% |
| Q3 2022 | $787,000 | +8.4% | 31,563 | +14.5% | 0.13% | +12.6% |
| Q2 2022 | $726,000 | -5.2% | 27,569 | 0.0% | 0.12% | +11.2% |
| Q1 2022 | $766,000 | -6.2% | 27,569 | 0.0% | 0.11% | +9.2% |
| Q4 2021 | $817,000 | -0.7% | 27,569 | 0.0% | 0.10% | -8.4% |
| Q3 2021 | $823,000 | +13.2% | 27,569 | +13.8% | 0.11% | +10.3% |
| Q2 2021 | $727,000 | +1.1% | 24,236 | 0.0% | 0.10% | +4.3% |
| Q1 2021 | $719,000 | -3.6% | 24,236 | 0.0% | 0.09% | -17.0% |
| Q4 2020 | $746,000 | +46.0% | 24,236 | +46.2% | 0.11% | +20.4% |
| Q3 2020 | $511,000 | -0.2% | 16,578 | 0.0% | 0.09% | -22.5% |
| Q2 2020 | $512,000 | +2.2% | 16,578 | 0.0% | 0.12% | -44.2% |
| Q1 2020 | $501,000 | -82.3% | 16,578 | -83.4% | 0.22% | -78.0% |
| Q1 2019 | $2,837,000 | +1.8% | 100,118 | 0.0% | 0.98% | +1.1% |
| Q4 2018 | $2,788,000 | +0.5% | 100,118 | 0.0% | 0.96% | +17.7% |
| Q3 2018 | $2,774,000 | – | 100,118 | – | 0.82% | – |
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% |