SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 289 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $330,489 | -29.3% | 13,578 | -26.3% | 0.25% | -10.9% |
| Q2 2023 | $467,138 | +4.1% | 18,413 | +5.8% | 0.28% | -3.2% |
| Q1 2023 | $448,901 | +114124.2% | 17,406 | +11.2% | 0.28% | +16.8% |
| Q4 2022 | $393 | -99.9% | 15,657 | +6.1% | 0.24% | +0.8% |
| Q3 2022 | $368,000 | +18.3% | 14,756 | +25.2% | 0.24% | +39.1% |
| Q2 2022 | $311,000 | +3.0% | 11,790 | +8.6% | 0.17% | +12.3% |
| Q1 2022 | $302,000 | -14.0% | 10,856 | -8.3% | 0.16% | -14.4% |
| Q4 2021 | $351,000 | -1.4% | 11,842 | -0.8% | 0.18% | -13.0% |
| Q3 2021 | $356,000 | -1.9% | 11,932 | -1.4% | 0.21% | -11.5% |
| Q2 2021 | $363,000 | +3.7% | 12,098 | +2.6% | 0.24% | -2.5% |
| Q1 2021 | $350,000 | -2.5% | 11,788 | +1.1% | 0.24% | -12.4% |
| Q4 2020 | $359,000 | +2.9% | 11,661 | +2.9% | 0.28% | -9.5% |
| Q3 2020 | $349,000 | -0.3% | 11,327 | -0.3% | 0.30% | -7.9% |
| Q2 2020 | $350,000 | +8.0% | 11,356 | +6.0% | 0.33% | -5.4% |
| Q1 2020 | $324,000 | +9.8% | 10,710 | +6.7% | 0.35% | +32.7% |
| Q4 2019 | $295,000 | – | 10,037 | – | 0.26% | – |
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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% |