SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 400 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $192,851 | -34.3% | 7,923 | -31.5% | 0.08% | -27.6% |
| Q2 2023 | $293,452 | -1.1% | 11,567 | +0.5% | 0.12% | -21.6% |
| Q1 2023 | $296,702 | +3.0% | 11,505 | +0.3% | 0.15% | +12.1% |
| Q4 2022 | $288,119 | +2.5% | 11,465 | +1.6% | 0.13% | -7.7% |
| Q3 2022 | $281,000 | +39.1% | 11,279 | +46.8% | 0.14% | +40.2% |
| Q2 2022 | $202,000 | -4.7% | 7,683 | +0.6% | 0.10% | +8.5% |
| Q1 2022 | $212,000 | -15.5% | 7,639 | -10.0% | 0.09% | -6.9% |
| Q4 2021 | $251,000 | -0.4% | 8,484 | +0.7% | 0.10% | -14.4% |
| Q3 2021 | $252,000 | -0.4% | 8,428 | +0.1% | 0.12% | +2.6% |
| Q2 2021 | $253,000 | +0.8% | 8,423 | +0.2% | 0.12% | -7.3% |
| Q1 2021 | $251,000 | -40.1% | 8,408 | -38.1% | 0.12% | -47.7% |
| Q4 2020 | $419,000 | -2.1% | 13,586 | -2.1% | 0.24% | -7.4% |
| Q3 2020 | $428,000 | – | 13,873 | – | 0.26% | – |
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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% |