SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 400 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,634 | -68.7% | 2,409 | -67.4% | 0.05% | -68.0% |
| Q2 2023 | $187,484 | -12.8% | 7,390 | -11.3% | 0.17% | -11.1% |
| Q1 2023 | $214,934 | -32.5% | 8,334 | -34.2% | 0.19% | -38.7% |
| Q4 2022 | $318,196 | +55.2% | 12,662 | +54.3% | 0.31% | +58.2% |
| Q3 2022 | $205,000 | -99.5% | 8,205 | +404.3% | 0.20% | +444.4% |
| Q2 2022 | $44,774,000 | +44674.0% | 1,627 | -55.2% | 0.04% | -41.9% |
| Q1 2022 | $100,000 | -98.1% | 3,630 | -97.7% | 0.06% | +44.2% |
| Q4 2021 | $5,372,000 | +5803.3% | 159,118 | +5144.5% | 0.04% | +7.5% |
| Q2 2021 | $91,000 | – | 3,034 | – | 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% |