SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 394 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,765,000 | -1.1% | 171,453 | +5.4% | 2.08% | +4.5% |
| Q4 2021 | $4,819,000 | -10.1% | 162,703 | -9.4% | 1.99% | -12.0% |
| Q3 2021 | $5,360,000 | +13.6% | 179,564 | +14.2% | 2.26% | +18.6% |
| Q2 2021 | $4,719,000 | +78.5% | 157,235 | +76.4% | 1.90% | +59.6% |
| Q1 2021 | $2,643,000 | – | 89,148 | – | 1.19% | – |
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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% |