SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 350 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $214,311 | -1.1% | 8,326 | 0.0% | 0.04% | -12.0% |
| Q4 2022 | $216,726 | +4.2% | 8,326 | 0.0% | 0.05% | -9.1% |
| Q3 2022 | $208,000 | -8.4% | 8,326 | -3.5% | 0.06% | +14.6% |
| Q2 2022 | $227,000 | -15.6% | 8,629 | -10.9% | 0.05% | 0.0% |
| Q1 2022 | $269,000 | -40.2% | 9,685 | -36.2% | 0.05% | -39.2% |
| Q4 2021 | $450,000 | -4.9% | 15,187 | -4.1% | 0.08% | -9.2% |
| Q3 2021 | $473,000 | -18.0% | 15,842 | -17.5% | 0.09% | -37.0% |
| Q2 2021 | $577,000 | -2.4% | 19,192 | -3.2% | 0.14% | -8.0% |
| Q1 2021 | $591,000 | – | 19,826 | – | 0.15% | – |
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% |