SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 392 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $535,198 | -7.4% | 21,988 | -3.5% | 0.04% | 0.0% |
| Q2 2023 | $577,785 | -10.8% | 22,774 | -9.3% | 0.04% | -16.7% |
| Q1 2023 | $647,618 | -0.6% | 25,111 | -3.2% | 0.04% | -8.7% |
| Q4 2022 | $651,657 | +117104.5% | 25,931 | +16.4% | 0.05% | +7.0% |
| Q3 2022 | $556 | -4.1% | 22,271 | +1.1% | 0.04% | -6.5% |
| Q2 2022 | $580 | -20.3% | 22,027 | -15.9% | 0.05% | -6.1% |
| Q1 2022 | $728 | – | 26,204 | – | 0.05% | – |
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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% |