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 | $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. | 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% |