SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 394 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,582 | -41.7% | 10,583 | -39.3% | 0.09% | -42.3% |
| Q2 2023 | $442,025 | -55.0% | 17,423 | -54.3% | 0.15% | -53.0% |
| Q1 2023 | $982,432 | +0.1% | 38,094 | -2.5% | 0.32% | -4.8% |
| Q4 2022 | $981,664 | -20.1% | 39,063 | -20.6% | 0.33% | -29.9% |
| Q3 2022 | $1,228,000 | -23.8% | 49,220 | -19.0% | 0.48% | -21.9% |
| Q2 2022 | $1,612,000 | -9.4% | 60,754 | -5.1% | 0.61% | -2.3% |
| Q1 2022 | $1,779,000 | -52.8% | 64,028 | -49.6% | 0.62% | -53.6% |
| Q4 2021 | $3,766,000 | -19.1% | 127,147 | -18.5% | 1.34% | -27.2% |
| Q3 2021 | $4,657,000 | +413.5% | 156,010 | +416.2% | 1.84% | +289.8% |
| Q2 2021 | $907,000 | +1.0% | 30,221 | -0.3% | 0.47% | -7.8% |
| Q1 2021 | $898,000 | -5.8% | 30,299 | -2.1% | 0.51% | -13.9% |
| Q4 2020 | $953,000 | -1.0% | 30,949 | -1.0% | 0.60% | -15.8% |
| Q3 2020 | $963,000 | -0.7% | 31,269 | -0.5% | 0.71% | -8.5% |
| Q2 2020 | $970,000 | -20.0% | 31,428 | -21.7% | 0.77% | -36.0% |
| Q1 2020 | $1,213,000 | – | 40,117 | – | 1.21% | – |
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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% |