SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 302 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $72,385 | -19.6% | 2,885 | -22.0% | 0.06% | -30.1% |
| Q3 2023 | $90,058 | -10.8% | 3,700 | -7.0% | 0.09% | -6.1% |
| Q2 2023 | $100,973 | -22.1% | 3,980 | -22.9% | 0.10% | 0.0% |
| Q4 2022 | $129,671 | -4.7% | 5,160 | +0.0% | 0.10% | -14.7% |
| Q2 2022 | $136,000 | -31.0% | 5,159 | -22.4% | 0.12% | +0.9% |
| Q4 2021 | $197,000 | -12.8% | 6,647 | -12.4% | 0.12% | -27.2% |
| Q3 2021 | $226,000 | -0.9% | 7,586 | 0.0% | 0.16% | -10.7% |
| Q2 2021 | $228,000 | +0.4% | 7,586 | -0.8% | 0.18% | -5.9% |
| Q1 2021 | $227,000 | -13.0% | 7,646 | -9.9% | 0.19% | -23.9% |
| Q3 2020 | $261,000 | -16.1% | 8,486 | -15.8% | 0.25% | +238.4% |
| Q2 2020 | $311,000 | – | 10,079 | – | 0.07% | – |
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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% |