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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,969,779 | -5.7% | 77,642 | -4.1% | 0.08% | -16.7% |
| Q1 2023 | $2,088,104 | +11.6% | 80,965 | +8.7% | 0.09% | -1.1% |
| Q4 2022 | $1,871,769 | -4.5% | 74,483 | -5.1% | 0.09% | -16.5% |
| Q3 2022 | $1,959,000 | +2.1% | 78,519 | +7.8% | 0.11% | -0.9% |
| Q2 2022 | $1,919,000 | +2.6% | 72,833 | +8.3% | 0.11% | +3.8% |
| Q1 2022 | $1,870,000 | -3.5% | 67,279 | +2.9% | 0.11% | -2.8% |
| Q4 2021 | $1,937,000 | -4.4% | 65,412 | -3.7% | 0.11% | -20.4% |
| Q3 2021 | $2,027,000 | -0.4% | 67,914 | +0.1% | 0.14% | -5.5% |
| Q2 2021 | $2,036,000 | +49.9% | 67,855 | +48.2% | 0.14% | +20.8% |
| Q1 2021 | $1,358,000 | -17.8% | 45,788 | -14.7% | 0.12% | -35.1% |
| Q4 2020 | $1,653,000 | -11.7% | 53,675 | -11.7% | 0.18% | -26.3% |
| Q3 2020 | $1,872,000 | -3.0% | 60,757 | -2.9% | 0.25% | -16.1% |
| Q2 2020 | $1,930,000 | -6.7% | 62,543 | -8.7% | 0.30% | -26.0% |
| Q1 2020 | $2,069,000 | -27.4% | 68,480 | -25.8% | 0.40% | -30.8% |
| Q4 2019 | $2,848,000 | +516.5% | 92,333 | +492.9% | 0.58% | +678.7% |
| Q3 2019 | $462,000 | +55.0% | 15,574 | +52.7% | 0.08% | +47.1% |
| Q2 2019 | $298,000 | +4.9% | 10,202 | +2.7% | 0.05% | 0.0% |
| Q1 2019 | $284,000 | – | 9,935 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Willow Creek Wealth Management Inc. | 3,111,621 | $86,472,000 | 17.38% |
| RESTON WEALTH MANAGEMENT LLC | 1,111,731 | $30,895,000 | 15.85% |
| Capitol Family Office, Inc. | 541,345 | $15,044,000 | 12.11% |
| TOBIAS FINANCIAL ADVISORS, INC. | 1,256,928 | $34,930,000 | 12.05% |
| Stadion Money Management, LLC | 7,197,825 | $200,028,000 | 11.37% |
| Boston Standard Wealth Management, LLC | 1,281,117 | $35,602,000,000 | 10.21% |
| Rinkey Investments | 387,302 | $10,254,000 | 10.13% |
| WALLER FINANCIAL PLANNING GROUP, INC | 1,361,419 | $37,834,000 | 10.02% |
| Astoria Strategic Wealth, Inc. | 919,165 | $25,544,000 | 10.02% |
| Weitzel Financial Services, Inc. | 558,032 | $15,507,709,000 | 9.91% |