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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $786,791 | +11.9% | 32,325 | +16.7% | 0.01% | +14.3% |
| Q2 2023 | $702,850 | -45.9% | 27,704 | -45.0% | 0.01% | -50.0% |
| Q1 2023 | $1,298,541 | -63.9% | 50,351 | -64.9% | 0.01% | -56.2% |
| Q4 2022 | $3,601,154 | -99.9% | 143,301 | -34.9% | 0.03% | +10.3% |
| Q3 2022 | $2,750,748,000 | +88206.5% | 220,274 | +86.3% | 0.03% | -9.4% |
| Q2 2022 | $3,115,000 | -20.6% | 118,219 | -16.3% | 0.03% | -22.0% |
| Q1 2022 | $3,924,000 | +0.5% | 141,186 | +7.1% | 0.04% | +2.5% |
| Q4 2021 | $3,905,000 | +12.1% | 131,825 | +13.0% | 0.04% | +14.3% |
| Q3 2021 | $3,482,000 | +41.5% | 116,635 | +42.3% | 0.04% | +25.0% |
| Q2 2021 | $2,460,000 | +12.6% | 81,973 | +11.2% | 0.03% | 0.0% |
| Q1 2021 | $2,185,000 | +138.0% | 73,694 | +146.9% | 0.03% | +154.5% |
| Q4 2020 | $918,000 | -99.9% | 29,845 | +14.2% | 0.01% | -26.7% |
| Q3 2020 | $803,000,000 | – | 26,132 | – | 0.02% | – |
Download | ||||||
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% |