SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 392 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $253,846 | -17.9% | 10,429 | -14.4% | 0.09% | -17.9% |
| Q2 2023 | $309,246 | -11.0% | 12,189 | -9.5% | 0.11% | -10.9% |
| Q1 2023 | $347,463 | -0.2% | 13,473 | -2.7% | 0.12% | -10.5% |
| Q4 2022 | $348,009 | -6.9% | 13,848 | -8.4% | 0.13% | -22.7% |
| Q3 2022 | $374,000 | +835.0% | 15,125 | +0.2% | 0.17% | +1463.6% |
| Q2 2022 | $40,000 | -90.3% | 15,102 | 0.0% | 0.01% | -94.4% |
| Q1 2022 | $412,000 | -8.2% | 15,102 | -0.3% | 0.20% | +6.5% |
| Q4 2021 | $449,000 | – | 15,152 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Willow Creek Wealth Management Inc. | 3,111,621 | $86,472,000 | 17.38% |
| RESTON WEALTH MANAGEMENT LLC | 1,111,731 | $30,895,000 | 15.85% |
| Capitol Family Office, Inc. | 541,345 | $15,044,000 | 12.11% |
| TOBIAS FINANCIAL ADVISORS, INC. | 1,256,928 | $34,930,000 | 12.05% |
| Stadion Money Management, LLC | 7,197,825 | $200,028,000 | 11.37% |
| Boston Standard Wealth Management, LLC | 1,281,117 | $35,602,000,000 | 10.21% |
| Rinkey Investments | 387,302 | $10,254,000 | 10.13% |
| WALLER FINANCIAL PLANNING GROUP, INC | 1,361,419 | $37,834,000 | 10.02% |
| Astoria Strategic Wealth, Inc. | 919,165 | $25,544,000 | 10.02% |
| Weitzel Financial Services, Inc. | 558,032 | $15,507,709,000 | 9.91% |