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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $237,641 | -15.9% | 9,367 | -14.5% | 0.11% | -17.8% |
| Q1 2023 | $282,684 | -73.4% | 10,961 | -74.1% | 0.14% | -74.1% |
| Q4 2022 | $1,062,195 | +6.9% | 42,268 | +6.1% | 0.52% | +2.8% |
| Q3 2022 | $994,000 | -59.5% | 39,841 | -57.2% | 0.51% | -58.6% |
| Q2 2022 | $2,452,000 | -28.3% | 93,054 | -24.4% | 1.23% | -22.6% |
| Q1 2022 | $3,422,000 | -7.8% | 123,121 | -1.7% | 1.58% | +5.0% |
| Q4 2021 | $3,710,000 | -42.8% | 125,256 | -42.3% | 1.51% | -46.5% |
| Q3 2021 | $6,483,000 | -0.3% | 217,199 | +0.2% | 2.82% | -5.3% |
| Q2 2021 | $6,505,000 | +3.0% | 216,745 | +1.8% | 2.98% | -15.5% |
| Q1 2021 | $6,313,000 | +5.9% | 212,902 | +10.0% | 3.53% | -8.2% |
| Q4 2020 | $5,959,000 | +45.9% | 193,528 | +46.0% | 3.84% | +34.0% |
| Q3 2020 | $4,085,000 | +3.3% | 132,579 | +3.5% | 2.87% | -0.2% |
| Q2 2020 | $3,953,000 | +109.4% | 128,081 | +105.0% | 2.87% | +84.0% |
| Q1 2020 | $1,888,000 | – | 62,464 | – | 1.56% | – |
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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% |