SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 9 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,866,956 | +1.2% | 775,142 | +5.5% | 8.16% | +1.9% |
| Q2 2023 | $18,638,654 | +3.5% | 734,673 | +5.2% | 8.01% | -1.5% |
| Q1 2023 | $18,010,808 | +5.6% | 698,364 | +2.9% | 8.13% | +0.0% |
| Q4 2022 | $17,057,515 | +2.0% | 678,771 | +1.3% | 8.13% | -8.3% |
| Q3 2022 | $16,724,000 | -4.9% | 670,291 | +0.4% | 8.86% | -1.4% |
| Q2 2022 | $17,586,000 | -1.1% | 667,399 | +4.3% | 8.99% | +11.3% |
| Q1 2022 | $17,786,000 | -5.2% | 640,015 | +1.0% | 8.08% | -2.5% |
| Q4 2021 | $18,765,000 | +1.6% | 633,541 | +2.2% | 8.28% | -1.1% |
| Q3 2021 | $18,466,000 | +11.7% | 619,654 | +12.5% | 8.37% | -0.4% |
| Q2 2021 | $16,528,000 | -10.7% | 550,755 | -11.8% | 8.40% | -16.6% |
| Q1 2021 | $18,507,000 | +10.2% | 624,193 | +14.4% | 10.07% | +0.1% |
| Q4 2020 | $16,795,000 | +9.9% | 545,467 | +10.0% | 10.06% | -5.4% |
| Q3 2020 | $15,283,000 | +8.4% | 496,047 | +8.5% | 10.63% | -0.2% |
| Q2 2020 | $14,105,000 | +18.2% | 457,059 | +15.8% | 10.65% | -1.3% |
| Q1 2020 | $11,929,000 | -15.3% | 394,744 | -17.7% | 10.78% | +0.9% |
| Q4 2019 | $14,092,000 | – | 479,656 | – | 10.68% | – |
Download | ||||||
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% |