SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 351 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $4,189,000 | -4.0% | 141,283 | -0.3% | 1.96% | -9.5% |
| Q4 2020 | $4,363,000 | -3.2% | 141,690 | -3.1% | 2.16% | -18.2% |
| Q3 2020 | $4,507,000 | +24.1% | 146,279 | +24.3% | 2.64% | +18.0% |
| Q2 2020 | $3,633,000 | +35.1% | 117,724 | +32.3% | 2.24% | +8.9% |
| Q1 2020 | $2,689,000 | +2.1% | 88,974 | -0.7% | 2.06% | +38.6% |
| Q4 2019 | $2,633,000 | +109.6% | 89,616 | +111.4% | 1.48% | +120.0% |
| Q3 2019 | $1,256,000 | – | 42,389 | – | 0.67% | – |
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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% |