SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 334 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $7,384,000 | +2.1% | 249,296 | +2.9% | 1.09% | -9.1% |
| Q3 2021 | $7,234,000 | -1.7% | 242,344 | -1.2% | 1.20% | -4.1% |
| Q2 2021 | $7,358,000 | +0.9% | 245,193 | -0.3% | 1.25% | -9.6% |
| Q1 2021 | $7,290,000 | -13.5% | 245,856 | -10.2% | 1.38% | -20.0% |
| Q4 2020 | $8,428,000 | -2.8% | 273,740 | -2.7% | 1.72% | -16.1% |
| Q3 2020 | $8,667,000 | -0.5% | 281,297 | -0.3% | 2.06% | -9.1% |
| Q2 2020 | $8,709,000 | – | 282,221 | – | 2.26% | – |
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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% |