SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 381 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $38,503,468 | -0.7% | 1,581,898 | +3.5% | 1.60% | -1.8% |
Q2 2023 | $38,772,106 | +15.2% | 1,528,251 | +17.1% | 1.62% | +3.5% |
Q1 2023 | $33,670,659 | -0.1% | 1,305,553 | -2.6% | 1.57% | -8.8% |
Q4 2022 | $33,695,638 | +6.8% | 1,340,835 | +6.1% | 1.72% | -2.5% |
Q3 2022 | $31,545,000 | +243.6% | 1,264,317 | +262.9% | 1.77% | +249.7% |
Q2 2022 | $9,180,000 | -7.2% | 348,382 | -1.9% | 0.50% | -12.5% |
Q1 2022 | $9,888,000 | +48.4% | 355,108 | +57.9% | 0.58% | +40.0% |
Q4 2021 | $6,664,000 | +4.2% | 224,880 | +4.9% | 0.41% | -6.6% |
Q3 2021 | $6,397,000 | +28.2% | 214,326 | +28.8% | 0.44% | +19.5% |
Q2 2021 | $4,989,000 | +28.0% | 166,391 | +26.6% | 0.37% | -1.6% |
Q1 2021 | $3,897,000 | +289.7% | 131,435 | +304.7% | 0.38% | +264.1% |
Q4 2020 | $1,000,000 | +24.1% | 32,475 | +24.0% | 0.10% | +4.0% |
Q3 2020 | $806,000 | +18.0% | 26,186 | +18.2% | 0.10% | -11.6% |
Q2 2020 | $683,000 | +158.7% | 22,156 | +149.0% | 0.11% | +75.0% |
Q3 2019 | $264,000 | – | 8,899 | – | 0.06% | – |
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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% |