SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 412 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,964,842 | +28.7% | 203,979 | +34.2% | 0.26% | +26.7% |
| Q2 2023 | $3,856,619 | +15.3% | 152,015 | +17.2% | 0.20% | -0.5% |
| Q1 2023 | $3,345,933 | +50.9% | 129,738 | +47.0% | 0.20% | +51.5% |
| Q4 2022 | $2,217,348 | +13.9% | 88,235 | +13.1% | 0.13% | 0.0% |
| Q3 2022 | $1,946,000 | -16.5% | 77,998 | -11.2% | 0.13% | +16.5% |
| Q2 2022 | $2,331,000 | +35.0% | 87,864 | +41.4% | 0.12% | +55.4% |
| Q1 2022 | $1,727,000 | -46.6% | 62,151 | -43.1% | 0.07% | -39.8% |
| Q4 2021 | $3,237,000 | +55.1% | 109,304 | +56.5% | 0.12% | +53.8% |
| Q3 2021 | $2,087,000 | +113.0% | 69,829 | +113.7% | 0.08% | +110.5% |
| Q2 2021 | $980,000 | -97.6% | 32,669 | -97.7% | 0.04% | -96.7% |
| Q1 2021 | $41,638,000 | +5534.4% | 1,396,810 | +4.2% | 1.16% | +3773.3% |
| Q4 2020 | $739,000 | +54.6% | 1,340,969 | +8536.4% | 0.03% | +20.0% |
| Q3 2020 | $478,000 | +24.2% | 15,527 | +24.2% | 0.02% | +19.0% |
| Q2 2020 | $385,000 | +75.0% | 12,506 | +70.9% | 0.02% | +40.0% |
| Q1 2020 | $220,000 | +33.3% | 7,319 | +30.0% | 0.02% | +66.7% |
| Q4 2019 | $165,000 | +16.2% | 5,628 | +16.7% | 0.01% | +12.5% |
| Q3 2019 | $142,000 | -5.3% | 4,822 | -6.8% | 0.01% | -11.1% |
| Q2 2019 | $150,000 | +212.5% | 5,175 | +206.6% | 0.01% | +200.0% |
| Q1 2019 | $48,000 | +2.1% | 1,688 | -0.6% | 0.00% | 0.0% |
| Q4 2018 | $47,000 | +38.2% | 1,698 | +37.2% | 0.00% | +50.0% |
| Q3 2018 | $34,000 | +13.3% | 1,238 | +13.2% | 0.00% | 0.0% |
| Q2 2018 | $30,000 | +42.9% | 1,094 | +41.3% | 0.00% | 0.0% |
| Q1 2018 | $21,000 | +320.0% | 774 | +299.0% | 0.00% | – |
| Q4 2017 | $5,000 | 0.0% | 194 | +100.0% | 0.00% | – |
| Q3 2017 | $5,000 | 0.0% | 97 | 0.0% | 0.00% | -100.0% |
| Q2 2017 | $5,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $5,000 | 0.0% | 97 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $5,000 | -70.6% | 97 | -67.3% | 0.00% | -50.0% |
| Q3 2016 | $17,000 | 0.0% | 297 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $17,000 | +21.4% | 297 | +18.8% | 0.00% | 0.0% |
| Q1 2016 | $14,000 | – | 250 | – | 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% |