SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 400 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $222,000 | -8.3% | 7,983 | -2.1% | 0.03% | -16.1% |
Q4 2021 | $242,000 | -46.6% | 8,158 | -46.2% | 0.03% | -55.7% |
Q3 2021 | $453,000 | -37.1% | 15,172 | -36.8% | 0.07% | -38.1% |
Q2 2021 | $720,000 | -7.2% | 23,996 | -8.3% | 0.11% | -31.5% |
Q1 2021 | $776,000 | -25.6% | 26,164 | -22.7% | 0.16% | -37.0% |
Q4 2020 | $1,043,000 | -21.1% | 33,868 | -21.1% | 0.26% | -35.9% |
Q3 2020 | $1,322,000 | -11.9% | 42,901 | -11.7% | 0.41% | -22.7% |
Q2 2020 | $1,500,000 | -38.9% | 48,611 | -40.2% | 0.53% | -63.1% |
Q1 2020 | $2,457,000 | -76.3% | 81,289 | -77.0% | 1.43% | -79.9% |
Q4 2019 | $10,373,000 | +7.8% | 353,064 | +8.7% | 7.12% | -1.7% |
Q3 2019 | $9,625,000 | +6.6% | 324,720 | +4.9% | 7.24% | -5.8% |
Q2 2019 | $9,027,000 | +6.8% | 309,450 | +4.5% | 7.70% | +0.4% |
Q1 2019 | $8,451,000 | +128.8% | 296,107 | +123.3% | 7.67% | +43.1% |
Q4 2018 | $3,693,000 | – | 132,589 | – | 5.36% | – |
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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% |