SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 394 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,753,024 | -10.1% | 154,192 | -6.3% | 1.56% | -6.1% |
| Q2 2023 | $4,176,780 | -2.4% | 164,635 | -0.8% | 1.67% | -11.0% |
| Q1 2023 | $4,280,521 | +1.4% | 165,976 | -1.2% | 1.87% | -10.8% |
| Q4 2022 | $4,220,031 | -1.8% | 167,928 | -2.5% | 2.10% | -15.8% |
| Q3 2022 | $4,297,000 | -6.8% | 172,221 | -1.6% | 2.50% | -7.3% |
| Q2 2022 | $4,611,000 | -6.9% | 174,974 | -1.9% | 2.69% | +2.0% |
| Q1 2022 | $4,954,000 | -6.2% | 178,281 | -0.1% | 2.64% | -4.6% |
| Q4 2021 | $5,283,000 | – | 178,375 | – | 2.76% | – |
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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% |