SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 394 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,348,604 | +3.5% | 55,407 | +7.8% | 1.10% | +9.0% |
| Q2 2023 | $1,303,498 | -1.3% | 51,379 | +0.3% | 1.01% | -6.2% |
| Q1 2023 | $1,321,243 | +6.8% | 51,231 | +4.1% | 1.07% | +1.1% |
| Q4 2022 | $1,236,567 | +163.1% | 49,207 | +161.2% | 1.06% | +180.4% |
| Q3 2022 | $470,000 | +2.0% | 18,839 | +7.7% | 0.38% | +12.2% |
| Q2 2022 | $461,000 | -61.0% | 17,496 | -58.8% | 0.34% | -57.4% |
| Q1 2022 | $1,181,000 | -2.5% | 42,509 | +3.9% | 0.79% | +1.3% |
| Q4 2021 | $1,211,000 | +7.4% | 40,895 | +8.2% | 0.78% | -1.6% |
| Q3 2021 | $1,128,000 | +7.4% | 37,794 | +8.0% | 0.80% | +6.1% |
| Q2 2021 | $1,050,000 | +13.4% | 34,993 | +12.1% | 0.75% | +3.5% |
| Q1 2021 | $926,000 | +31.7% | 31,221 | +36.8% | 0.72% | +22.1% |
| Q4 2020 | $703,000 | – | 22,822 | – | 0.59% | – |
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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% |