SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 412 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.0%.
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% | – |
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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% |