SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 355 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,808 | +32.3% | 12,071 | +50.9% | 0.04% | +171.4% |
| Q1 2022 | $222,000 | -6.3% | 8,000 | 0.0% | 0.01% | -63.2% |
| Q4 2021 | $237,000 | -0.8% | 8,000 | 0.0% | 0.04% | -5.0% |
| Q3 2021 | $239,000 | -0.4% | 8,000 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $240,000 | +1.3% | 8,000 | 0.0% | 0.04% | -7.0% |
| Q1 2021 | $237,000 | -3.7% | 8,000 | 0.0% | 0.04% | -23.2% |
| Q4 2020 | $246,000 | 0.0% | 8,000 | 0.0% | 0.06% | -9.7% |
| Q3 2020 | $246,000 | -0.4% | 8,000 | 0.0% | 0.06% | -10.1% |
| Q2 2020 | $247,000 | +2.1% | 8,000 | 0.0% | 0.07% | -23.3% |
| Q1 2020 | $242,000 | +3.0% | 8,000 | 0.0% | 0.09% | +5.9% |
| Q4 2019 | $235,000 | – | 8,000 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Willow Creek Wealth Management Inc. | 2,951,640 | $87,428,000 | 18.08% |
| RESTON WEALTH MANAGEMENT LLC | 1,107,100 | $32,792,000 | 15.91% |
| SENTINEL PENSION ADVISORS INC | 1,419,545 | $42,047,000 | 13.24% |
| WALLER FINANCIAL PLANNING GROUP, INC | 1,448,937 | $42,918,000 | 10.75% |
| Astoria Strategic Wealth, Inc. | 935,326 | $27,704,000 | 10.57% |
| Boston Standard Wealth Management, LLC | 1,235,730 | $36,602,000,000 | 10.21% |
| Rinkey Investments | 374,925 | $10,962,000 | 10.07% |
| Trinity Wealth Management, LLC | 489,816 | $14,508,000 | 9.98% |
| Weitzel Financial Services, Inc. | 548,475 | $16,245,829,000 | 9.81% |
| Financial Strategies Group, Inc. | 800,118 | $23,700,000 | 9.66% |