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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $388,000 | -33.2% | 13,113 | -32.6% | 0.11% | -41.6% |
| Q3 2021 | $581,000 | +0.5% | 19,467 | +1.1% | 0.19% | -1.6% |
| Q2 2021 | $578,000 | -28.8% | 19,254 | -29.7% | 0.19% | -37.9% |
| Q1 2021 | $812,000 | -14.2% | 27,371 | -11.0% | 0.31% | -38.2% |
| Q4 2020 | $946,000 | +8.6% | 30,740 | +8.8% | 0.50% | -7.0% |
| Q3 2020 | $871,000 | +8.2% | 28,259 | +8.3% | 0.54% | -6.9% |
| Q2 2020 | $805,000 | +2.7% | 26,100 | +0.6% | 0.58% | -18.3% |
| Q1 2020 | $784,000 | +59.3% | 25,933 | +56.2% | 0.71% | +122.2% |
| Q4 2019 | $492,000 | +31.2% | 16,600 | +31.1% | 0.32% | +25.5% |
| Q3 2019 | $375,000 | +1.9% | 12,664 | +0.4% | 0.26% | +8.1% |
| Q2 2019 | $368,000 | +4.2% | 12,619 | +2.1% | 0.24% | +1.3% |
| Q1 2019 | $353,000 | +4312.5% | 12,362 | +4444.9% | 0.23% | +3783.3% |
| Q2 2018 | $8,000 | – | 272 | – | 0.01% | – |
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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% |