SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 9 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $537,378 | -5.9% | 22,078 | -2.0% | 0.04% | -8.2% |
Q2 2023 | $571,359 | +7.1% | 22,521 | +8.8% | 0.05% | -2.0% |
Q1 2023 | $533,618 | +94.7% | 20,691 | +89.8% | 0.05% | +78.6% |
Q4 2022 | $274,002 | -48.9% | 10,903 | -49.3% | 0.03% | -9.7% |
Q3 2022 | $536,000 | -2.4% | 21,516 | +3.3% | 0.03% | -3.1% |
Q2 2022 | $549,000 | -18.1% | 20,828 | -13.6% | 0.03% | -3.0% |
Q1 2022 | $670,000 | +43.5% | 24,097 | +52.6% | 0.03% | -28.3% |
Q4 2021 | $467,000 | -13.5% | 15,787 | -11.9% | 0.05% | -17.9% |
Q2 2021 | $540,000 | -46.7% | 17,911 | -47.6% | 0.06% | -58.8% |
Q1 2021 | $1,014,000 | -31.3% | 34,197 | -28.7% | 0.14% | -37.3% |
Q4 2020 | $1,477,000 | +33.8% | 47,980 | +33.9% | 0.22% | +20.6% |
Q3 2020 | $1,104,000 | +41.2% | 35,827 | +41.3% | 0.18% | +26.8% |
Q2 2020 | $782,000 | – | 25,350 | – | 0.14% | – |
Download |
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% |