SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 385 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $204,031 | -0.8% | 8,071 | +0.6% | 0.06% | -23.8% |
| Q4 2023 | $205,676 | +6.7% | 8,022 | +1.2% | 0.08% | -4.8% |
| 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. | 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% |