SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 393 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $725,090 | -4.2% | 29,790 | -0.2% | 0.11% | -12.1% |
| Q2 2023 | $756,938 | -1.8% | 29,836 | -0.2% | 0.12% | -33.0% |
| Q1 2023 | $771,044 | +264.4% | 29,897 | +255.0% | 0.18% | +230.4% |
| Q4 2022 | $211,607 | +2.2% | 8,421 | +1.5% | 0.06% | -9.7% |
| Q3 2022 | $207,000 | -79.6% | 8,298 | -77.2% | 0.06% | -78.8% |
| Q1 2022 | $1,013,000 | -58.8% | 36,454 | -56.1% | 0.29% | -41.5% |
| Q4 2021 | $2,457,000 | +3.5% | 82,950 | +4.3% | 0.50% | -2.9% |
| Q3 2021 | $2,374,000 | +0.9% | 79,537 | +1.4% | 0.52% | +5.7% |
| Q2 2021 | $2,353,000 | +22.8% | 78,409 | +21.3% | 0.49% | +12.4% |
| Q1 2021 | $1,916,000 | +10.1% | 64,619 | +14.6% | 0.43% | -58.1% |
| Q2 2020 | $1,740,000 | – | 56,399 | – | 1.04% | – |
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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% |