SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 355 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,387,854 | -4.8% | 2,234,503 | -0.8% | 7.74% | -2.8% |
| Q2 2023 | $57,119,204 | -1.6% | 2,251,442 | +0.1% | 7.96% | -5.7% |
| Q1 2023 | $58,019,321 | +8.1% | 2,249,681 | +5.4% | 8.44% | +0.5% |
| Q4 2022 | $53,658,023 | +7.7% | 2,135,214 | +7.0% | 8.40% | -6.9% |
| Q3 2022 | $49,810,000 | +0.3% | 1,996,395 | +6.0% | 9.02% | +4.0% |
| Q2 2022 | $49,641,000 | +21.0% | 1,883,921 | +36.2% | 8.68% | +11.7% |
| Q1 2022 | $41,020,000 | -19.7% | 1,383,471 | -19.8% | 7.77% | +0.7% |
| Q4 2021 | $51,086,000 | +0.1% | 1,724,727 | +0.9% | 7.72% | -7.2% |
| Q3 2021 | $51,013,000 | +3.5% | 1,708,961 | +4.1% | 8.31% | +0.8% |
| Q2 2021 | $49,282,000 | +12.8% | 1,642,110 | +11.6% | 8.25% | +0.7% |
| Q1 2021 | $43,708,000 | +29.1% | 1,471,791 | +33.8% | 8.19% | +15.0% |
| Q4 2020 | $33,867,000 | +22.3% | 1,100,247 | +22.4% | 7.12% | -8.9% |
| Q3 2020 | $27,692,000 | +9.2% | 899,209 | +9.5% | 7.82% | -0.8% |
| Q2 2020 | $25,349,000 | +10.9% | 821,432 | +5.5% | 7.89% | +6.4% |
| Q4 2019 | $22,861,000 | – | 778,878 | – | 7.42% | – |
Download | ||||||
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% |