SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 350 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,339,045 | -82.5% | 96,099 | -81.7% | 0.04% | -82.1% |
| Q2 2023 | $13,340,180 | +1259595.9% | 525,825 | +1180.8% | 0.23% | +940.9% |
| Q1 2023 | $1,059 | +183.9% | 41,054 | +176.5% | 0.02% | +120.0% |
| Q4 2022 | $373 | -99.8% | 14,846 | +67.4% | 0.01% | +25.0% |
| Q1 2022 | $246,000 | -22.6% | 8,869 | -17.3% | 0.01% | -11.1% |
| Q4 2021 | $318,000 | -3.6% | 10,730 | -2.9% | 0.01% | -18.2% |
| Q3 2021 | $330,000 | +7.1% | 11,053 | +7.9% | 0.01% | 0.0% |
| Q2 2021 | $308,000 | +3.7% | 10,248 | +2.3% | 0.01% | -8.3% |
| Q1 2021 | $297,000 | +31.4% | 10,015 | +36.6% | 0.01% | +9.1% |
| Q4 2020 | $226,000 | -15.4% | 7,333 | -15.2% | 0.01% | -31.2% |
| Q3 2020 | $267,000 | -36.9% | 8,652 | -36.9% | 0.02% | -46.7% |
| Q2 2020 | $423,000 | +16.9% | 13,701 | +14.5% | 0.03% | -9.1% |
| Q1 2020 | $362,000 | -42.3% | 11,967 | -43.9% | 0.03% | -37.7% |
| Q4 2019 | $627,000 | +23.9% | 21,344 | +24.9% | 0.05% | -7.0% |
| Q3 2019 | $506,000 | +743.3% | 17,086 | +49.0% | 0.06% | +612.5% |
| Q2 2019 | $60,000 | -71.7% | 11,468 | +54.2% | 0.01% | -77.8% |
| Q1 2019 | $212,000 | -7.4% | 7,435 | -9.7% | 0.04% | -41.9% |
| Q4 2018 | $229,000 | – | 8,235 | – | 0.06% | – |
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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% |