SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 408 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 62.05 and the average weighting 0.9%.
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. | 2,951,640 | $87,428,000 | 18.08% |
RESTON WEALTH MANAGEMENT LLC | 1,107,100 | $32,792,000 | 15.91% |
SENTINEL PENSION ADVISORS INC. | 1,419,545 | $42,047,000 | 13.24% |
WALLER FINANCIAL PLANNING GROUP, INC | 1,448,937 | $42,918,000 | 10.75% |
Astoria Strategic Wealth, Inc. | 935,326 | $27,704,000 | 10.57% |
Boston Standard Wealth Management, LLC | 1,235,730 | $36,602,000,000 | 10.21% |
Rinkey Investments | 374,925 | $10,962,000 | 10.07% |
Trinity Wealth Management, LLC | 489,816 | $14,508,000 | 9.98% |
Weitzel Financial Services, Inc. | 548,475 | $16,245,829,000 | 9.81% |
Financial Strategies Group, Inc. | 800,118 | $23,700,000 | 9.66% |