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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $14,492,000 | -2.8% | 521,473 | +3.6% | 2.84% | +10.7% |
| Q4 2021 | $14,907,000 | +11.4% | 503,259 | +12.2% | 2.57% | -11.8% |
| Q3 2021 | $13,384,000 | +5.8% | 448,364 | +6.4% | 2.91% | +4.4% |
| Q2 2021 | $12,650,000 | +20.0% | 421,534 | +18.5% | 2.79% | -19.8% |
| Q1 2021 | $10,544,000 | +17.6% | 355,621 | +22.1% | 3.48% | +33.8% |
| Q4 2020 | $8,965,000 | +27.4% | 291,174 | +27.5% | 2.60% | +10.5% |
| Q3 2020 | $7,035,000 | -14.1% | 228,334 | -12.5% | 2.35% | +11.9% |
| Q2 2020 | $8,187,000 | +153.2% | 260,963 | +143.9% | 2.10% | +47.4% |
| Q1 2020 | $3,233,000 | +495.4% | 106,977 | +483.9% | 1.42% | +696.1% |
| Q3 2019 | $543,000 | +40.3% | 18,321 | +37.8% | 0.18% | +45.5% |
| Q2 2019 | $387,000 | +27.7% | 13,291 | +25.2% | 0.12% | +21.8% |
| Q1 2019 | $303,000 | – | 10,612 | – | 0.10% | – |
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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% |