SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 299 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,623 | +10.2% | 148,856 | +14.9% | 0.76% | +6.0% |
Q2 2023 | $3,287 | +5.7% | 129,567 | +7.5% | 0.71% | -7.9% |
Q1 2023 | $3,109 | +5.0% | 120,528 | +2.3% | 0.77% | -0.8% |
Q4 2022 | $2,961 | -99.9% | 117,856 | +4.9% | 0.78% | -0.3% |
Q3 2022 | $2,804,000 | -6.2% | 112,389 | -0.9% | 0.78% | +1.3% |
Q2 2022 | $2,990,000 | -0.3% | 113,465 | +5.1% | 0.77% | -26.6% |
Q1 2022 | $2,999,000 | -6.9% | 107,919 | -0.8% | 1.05% | +40.8% |
Q4 2021 | $3,222,000 | +8.2% | 108,794 | +9.0% | 0.75% | -3.0% |
Q3 2021 | $2,979,000 | +5.0% | 99,801 | +5.6% | 0.77% | +3.2% |
Q2 2021 | $2,836,000 | +0.4% | 94,500 | -0.8% | 0.75% | -0.8% |
Q1 2021 | $2,825,000 | +4.1% | 95,275 | +8.0% | 0.75% | -8.8% |
Q4 2020 | $2,715,000 | +0.3% | 88,187 | +0.4% | 0.82% | -25.7% |
Q3 2020 | $2,706,000 | +9.9% | 87,833 | +10.0% | 1.11% | -3.0% |
Q2 2020 | $2,463,000 | +7.4% | 79,826 | +5.0% | 1.14% | -31.0% |
Q1 2020 | $2,293,000 | -3.1% | 75,991 | -5.4% | 1.66% | +20.1% |
Q4 2019 | $2,366,000 | +4.0% | 80,351 | +5.0% | 1.38% | -36.6% |
Q3 2019 | $2,276,000 | – | 76,542 | – | 2.18% | – |
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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% |