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 | $10,721,101 | -3.9% | 440,473 | +0.2% | 2.44% | -3.0% |
| Q2 2023 | $11,151,361 | +2.0% | 439,549 | +3.6% | 2.52% | -3.9% |
| Q1 2023 | $10,936,811 | +6.3% | 424,072 | +3.6% | 2.62% | +0.3% |
| Q4 2022 | $10,284,070 | -11.1% | 409,235 | -11.8% | 2.61% | -11.8% |
| Q3 2022 | $11,573,000 | -9.0% | 463,846 | -3.9% | 2.96% | -8.0% |
| Q2 2022 | $12,714,000 | -0.9% | 482,489 | +4.5% | 3.22% | +8.1% |
| Q1 2022 | $12,832,000 | -1.7% | 461,766 | +4.8% | 2.98% | +1.7% |
| Q4 2021 | $13,051,000 | +7.9% | 440,630 | +8.7% | 2.92% | -1.1% |
| Q3 2021 | $12,096,000 | +13.9% | 405,231 | +14.5% | 2.96% | +10.2% |
| Q2 2021 | $10,622,000 | +4.5% | 353,939 | +3.2% | 2.69% | -6.1% |
| Q1 2021 | $10,165,000 | -0.7% | 342,837 | +3.1% | 2.86% | -10.6% |
| Q4 2020 | $10,234,000 | +0.2% | 332,380 | +0.2% | 3.20% | -10.8% |
| Q3 2020 | $10,218,000 | +1.6% | 331,646 | +1.8% | 3.59% | -6.3% |
| Q2 2020 | $10,057,000 | -4.2% | 325,893 | -5.1% | 3.83% | -14.6% |
| Q1 2020 | $10,500,000 | -0.7% | 343,490 | -2.8% | 4.48% | -0.9% |
| Q4 2019 | $10,577,000 | – | 353,503 | – | 4.53% | – |
Download | ||||||
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% |