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 2023 | $326,966 | -4.9% | 12,678 | -7.3% | 0.04% | -10.9% |
| Q4 2022 | $343,804 | -22.7% | 13,681 | -23.4% | 0.05% | -31.3% |
| Q3 2022 | $445,000 | -5.5% | 17,854 | -0.2% | 0.07% | -5.6% |
| Q2 2022 | $471,000 | -4.5% | 17,887 | +0.9% | 0.07% | +4.4% |
| Q1 2022 | $493,000 | -6.1% | 17,725 | 0.0% | 0.07% | -6.8% |
| Q4 2021 | $525,000 | -1.5% | 17,725 | -0.8% | 0.07% | -13.1% |
| Q3 2021 | $533,000 | -0.9% | 17,867 | -0.4% | 0.08% | -3.4% |
| Q2 2021 | $538,000 | +73.0% | 17,931 | +70.8% | 0.09% | +70.6% |
| Q1 2021 | $311,000 | – | 10,496 | – | 0.05% | – |
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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% |