SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 233 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,807,635 | -2.2% | 197,519 | +1.9% | 1.57% | +0.1% |
| Q2 2023 | $4,916,311 | -33.9% | 193,784 | -32.8% | 1.56% | -36.6% |
| Q1 2023 | $7,434,834 | -38.0% | 288,284 | -39.6% | 2.47% | -42.6% |
| Q4 2022 | $11,988,165 | +87.5% | 477,046 | +86.2% | 4.30% | +77.0% |
| Q3 2022 | $6,392,000 | +37.0% | 256,207 | +44.6% | 2.43% | +46.0% |
| Q2 2022 | $4,667,000 | +1134.7% | 177,132 | +1202.2% | 1.67% | +1276.9% |
| Q1 2022 | $378,000 | -91.6% | 13,602 | -91.1% | 0.12% | -91.4% |
| Q4 2021 | $4,526,000 | +10.4% | 152,800 | +11.2% | 1.41% | +3.3% |
| Q3 2021 | $4,101,000 | +196.7% | 137,378 | +198.2% | 1.37% | +209.0% |
| Q2 2021 | $1,382,000 | -48.4% | 46,067 | -49.0% | 0.44% | -52.7% |
| Q1 2021 | $2,676,000 | -25.2% | 90,248 | -22.3% | 0.94% | -31.4% |
| Q4 2020 | $3,576,000 | -44.4% | 116,154 | -44.3% | 1.37% | -48.1% |
| Q3 2020 | $6,428,000 | -39.2% | 208,648 | -39.1% | 2.63% | -46.5% |
| Q2 2020 | $10,580,000 | -13.2% | 342,851 | -15.0% | 4.92% | -25.6% |
| Q1 2020 | $12,185,000 | +8.6% | 403,214 | +5.6% | 6.61% | +36.2% |
| Q4 2019 | $11,221,000 | -6.9% | 381,942 | -6.0% | 4.86% | -15.2% |
| Q3 2019 | $12,049,000 | +289.1% | 406,516 | +282.9% | 5.73% | +287.2% |
| Q2 2019 | $3,097,000 | -8.3% | 106,173 | -10.2% | 1.48% | -13.1% |
| Q1 2019 | $3,376,000 | +10.5% | 118,286 | +7.8% | 1.70% | -3.6% |
| Q4 2018 | $3,056,000 | – | 109,731 | – | 1.76% | – |
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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% |