SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 437 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,583,181 | +18.1% | 142,813 | +19.0% | 0.72% | +10.4% |
| Q1 2024 | $3,033,526 | +3.2% | 119,997 | +4.7% | 0.65% | -2.8% |
| Q4 2023 | $2,939,010 | +31.1% | 114,626 | +24.4% | 0.67% | +7.4% |
| Q3 2023 | $2,242,300 | -3.0% | 92,124 | +1.1% | 0.62% | +2.3% |
| Q2 2023 | $2,311,384 | +19.4% | 91,107 | +21.3% | 0.61% | +13.8% |
| Q1 2023 | $1,936,415 | +19.3% | 75,084 | +16.3% | 0.54% | +12.3% |
| Q4 2022 | $1,622,996 | +5.9% | 64,584 | +5.2% | 0.48% | -6.1% |
| Q3 2022 | $1,532,000 | +14.3% | 61,413 | +20.8% | 0.51% | +16.2% |
| Q2 2022 | $1,340,000 | -7.9% | 50,842 | -2.9% | 0.44% | -4.4% |
| Q1 2022 | $1,455,000 | -9.0% | 52,371 | -3.0% | 0.46% | -10.7% |
| Q4 2021 | $1,599,000 | +3.8% | 53,991 | +4.7% | 0.51% | -6.4% |
| Q3 2021 | $1,540,000 | – | 51,588 | – | 0.55% | – |
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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% |