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 | $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% | – |
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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% |