SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 392 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,571,121 | +100253.9% | 176,764 | +0.7% | 2.46% | -4.7% |
| Q4 2022 | $4,555 | -99.9% | 175,473 | +9.1% | 2.59% | +2.6% |
| Q3 2022 | $3,957,000 | -3.9% | 160,834 | +2.9% | 2.52% | -5.0% |
| Q2 2022 | $4,119,000 | +1.4% | 156,310 | +6.9% | 2.65% | +11.9% |
| Q1 2022 | $4,063,000 | -7.5% | 146,195 | -1.4% | 2.37% | -3.2% |
| Q4 2021 | $4,391,000 | +0.4% | 148,241 | +1.1% | 2.45% | -1.9% |
| Q3 2021 | $4,372,000 | -1.5% | 146,618 | -0.9% | 2.50% | -4.5% |
| Q2 2021 | $4,439,000 | -2.0% | 147,903 | -3.2% | 2.62% | -9.7% |
| Q1 2021 | $4,528,000 | -2.5% | 152,719 | +1.2% | 2.90% | -8.1% |
| Q4 2020 | $4,645,000 | +0.8% | 150,875 | +0.8% | 3.15% | -10.3% |
| Q3 2020 | $4,610,000 | +6.9% | 149,624 | +7.1% | 3.51% | -1.8% |
| Q2 2020 | $4,312,000 | – | 139,721 | – | 3.58% | – |
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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% |