SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 299 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,215,564 | -83.6% | 49,941 | -81.8% | 0.66% | -84.3% |
| Q1 2022 | $7,406,000 | -5.3% | 274,514 | +4.0% | 4.24% | -1.0% |
| Q4 2021 | $7,820,000 | -24.8% | 264,020 | -24.7% | 4.28% | -24.9% |
| Q3 2021 | $10,395,000 | +1.3% | 350,708 | +3.4% | 5.71% | -2.7% |
| Q2 2021 | $10,263,000 | -19.0% | 339,149 | -19.9% | 5.86% | -21.4% |
| Q1 2021 | $12,666,000 | -20.4% | 423,603 | -18.7% | 7.46% | -25.3% |
| Q4 2020 | $15,915,000 | +6.5% | 520,937 | +6.5% | 9.98% | -4.7% |
| Q3 2020 | $14,945,000 | -9.4% | 489,193 | -7.5% | 10.47% | -10.7% |
| Q2 2020 | $16,501,000 | +3.9% | 528,878 | +1.6% | 11.73% | -8.4% |
| Q1 2020 | $15,877,000 | +11.7% | 520,371 | +8.1% | 12.81% | +25.5% |
| Q4 2019 | $14,217,000 | -18.5% | 481,458 | -18.6% | 10.20% | -28.2% |
| Q3 2019 | $17,444,000 | – | 591,512 | – | 14.21% | – |
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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% |