SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 350 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $167,410 | -4.1% | 6,878 | 0.0% | 0.07% | -1.4% |
| Q2 2023 | $174,494 | -1.6% | 6,878 | 0.0% | 0.07% | -5.3% |
| Q1 2023 | $177,383 | -83.6% | 6,878 | -84.2% | 0.08% | -85.3% |
| Q3 2022 | $1,083,000 | -94.2% | 43,422 | -93.8% | 0.51% | -93.9% |
| Q2 2022 | $18,563,000 | +371160.0% | 704,473 | +424281.3% | 8.38% | +418900.0% |
| Q1 2022 | $5,000 | -81.5% | 166 | -82.3% | 0.00% | -81.8% |
| Q4 2021 | $27,000 | -79.2% | 938 | -78.4% | 0.01% | -80.0% |
| Q3 2021 | $130,000 | -25.3% | 4,349 | -25.0% | 0.06% | -25.7% |
| Q2 2021 | $174,000 | +14.5% | 5,802 | +13.1% | 0.07% | +5.7% |
| Q1 2021 | $152,000 | -47.4% | 5,132 | -45.3% | 0.07% | -46.6% |
| Q4 2020 | $289,000 | -71.6% | 9,384 | -71.5% | 0.13% | -74.1% |
| Q3 2020 | $1,016,000 | -59.9% | 32,966 | -59.8% | 0.51% | -62.5% |
| Q2 2020 | $2,533,000 | -19.1% | 82,087 | -20.7% | 1.35% | -28.9% |
| Q1 2020 | $3,130,000 | -4.3% | 103,564 | -6.9% | 1.90% | +7.6% |
| Q4 2019 | $3,269,000 | -21.3% | 111,270 | -20.6% | 1.76% | -28.9% |
| Q3 2019 | $4,154,000 | +274.6% | 140,135 | +268.7% | 2.48% | +260.9% |
| Q2 2019 | $1,109,000 | -8.7% | 38,006 | -10.7% | 0.69% | -16.9% |
| Q1 2019 | $1,215,000 | +0.2% | 42,556 | -2.3% | 0.83% | -14.2% |
| Q4 2018 | $1,213,000 | – | 43,537 | – | 0.96% | – |
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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% |