SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 400 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,406,059 | -11.8% | 98,852 | -8.1% | 0.03% | 0.0% |
| Q2 2023 | $2,728,085 | +4.3% | 107,532 | +6.0% | 0.03% | -9.4% |
| Q1 2023 | $2,615,186 | +20.0% | 101,403 | +16.9% | 0.03% | -57.9% |
| Q4 2022 | $2,180,017 | +13.1% | 86,750 | +12.3% | 0.08% | 0.0% |
| Q3 2022 | $1,928,000 | -12.7% | 77,266 | -7.8% | 0.08% | -14.6% |
| Q2 2022 | $2,208,000 | -1.0% | 83,789 | +4.4% | 0.09% | +14.1% |
| Q1 2022 | $2,230,000 | +11.3% | 80,228 | +18.6% | 0.08% | +16.4% |
| Q4 2021 | $2,003,000 | +70.2% | 67,640 | +71.5% | 0.07% | +55.8% |
| Q3 2021 | $1,177,000 | +4.3% | 39,446 | +4.9% | 0.04% | -2.3% |
| Q2 2021 | $1,128,000 | +28.5% | 37,599 | +26.9% | 0.04% | +15.8% |
| Q1 2021 | $878,000 | +29.5% | 29,618 | +34.5% | 0.04% | +18.8% |
| Q4 2020 | $678,000 | +89.4% | 22,023 | +89.8% | 0.03% | +68.4% |
| Q3 2020 | $358,000 | -55.9% | 11,606 | -55.9% | 0.02% | -56.8% |
| Q2 2020 | $812,000 | +3283.3% | 26,306 | +3147.7% | 0.04% | +2100.0% |
| Q1 2020 | $24,000 | – | 810 | – | 0.00% | – |
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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% |