SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 292 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,829,573 | -3.1% | 157,337 | +1.0% | 1.92% | +7.7% |
| Q2 2023 | $3,950,904 | +43.1% | 155,731 | +45.5% | 1.78% | +32.2% |
| Q1 2023 | $2,759,993 | +14.5% | 107,018 | +11.6% | 1.35% | -7.9% |
| Q4 2022 | $2,409,549 | +1.2% | 95,883 | +0.5% | 1.46% | -7.8% |
| Q3 2022 | $2,381,000 | -6.1% | 95,411 | -0.8% | 1.59% | -23.8% |
| Q2 2022 | $2,535,000 | -9.2% | 96,196 | -4.3% | 2.08% | +5.0% |
| Q1 2022 | $2,792,000 | -4.8% | 100,482 | +1.5% | 1.98% | +25.5% |
| Q4 2021 | $2,933,000 | -0.5% | 99,032 | +0.2% | 1.58% | -5.3% |
| Q3 2021 | $2,949,000 | -10.6% | 98,786 | -10.1% | 1.67% | -23.7% |
| Q2 2021 | $3,299,000 | +25.3% | 109,939 | +23.8% | 2.19% | -21.4% |
| Q1 2021 | $2,632,000 | -56.5% | 88,785 | -54.8% | 2.79% | -64.3% |
| Q4 2020 | $6,047,000 | -0.4% | 196,393 | -0.3% | 7.80% | -11.1% |
| Q3 2020 | $6,069,000 | +0.9% | 196,970 | +1.0% | 8.78% | -2.2% |
| Q2 2020 | $6,017,000 | +2.7% | 194,969 | +0.5% | 8.98% | -6.5% |
| Q1 2020 | $5,861,000 | +1.7% | 193,952 | -1.1% | 9.60% | +89.0% |
| Q4 2019 | $5,761,000 | – | 196,097 | – | 5.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Willow Creek Wealth Management Inc. | 2,951,640 | $87,428,000 | 18.08% |
| RESTON WEALTH MANAGEMENT LLC | 1,107,100 | $32,792,000 | 15.91% |
| SENTINEL PENSION ADVISORS INC | 1,419,545 | $42,047,000 | 13.24% |
| WALLER FINANCIAL PLANNING GROUP, INC | 1,448,937 | $42,918,000 | 10.75% |
| Astoria Strategic Wealth, Inc. | 935,326 | $27,704,000 | 10.57% |
| Boston Standard Wealth Management, LLC | 1,235,730 | $36,602,000,000 | 10.21% |
| Rinkey Investments | 374,925 | $10,962,000 | 10.07% |
| Trinity Wealth Management, LLC | 489,816 | $14,508,000 | 9.98% |
| Weitzel Financial Services, Inc. | 548,475 | $16,245,829,000 | 9.81% |
| Financial Strategies Group, Inc. | 800,118 | $23,700,000 | 9.66% |