SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 334 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,049,762 | -8.7% | 125,298 | -4.8% | 0.01% | -7.7% |
| Q2 2023 | $3,340,463 | +134163.0% | 131,669 | +36.5% | 0.01% | +18.2% |
| Q1 2023 | $2,488 | -16.7% | 96,478 | -18.8% | 0.01% | -26.7% |
| Q4 2022 | $2,987 | -99.9% | 118,877 | +13.0% | 0.02% | +7.1% |
| Q3 2022 | $2,625,000 | +1.8% | 105,222 | +7.5% | 0.01% | 0.0% |
| Q2 2022 | $2,579,000 | -6.4% | 97,879 | -1.3% | 0.01% | +7.7% |
| Q1 2022 | $2,756,000 | +42.1% | 99,178 | +51.4% | 0.01% | +44.4% |
| Q4 2021 | $1,940,000 | +13757.1% | 65,498 | +12999.6% | 0.01% | – |
| Q3 2021 | $14,000 | 0.0% | 500 | +0.4% | 0.00% | – |
| Q2 2021 | $14,000 | +75.0% | 498 | +76.0% | 0.00% | – |
| Q1 2021 | $8,000 | 0.0% | 283 | +0.4% | 0.00% | – |
| Q4 2020 | $8,000 | 0.0% | 282 | +0.7% | 0.00% | – |
| Q3 2020 | $8,000 | – | 280 | – | 0.00% | – |
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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% |