SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 350 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $213,608 | -17.8% | 7,896 | -8.8% | 0.22% | +4.4% |
| Q2 2022 | $260,000 | +15.6% | 8,656 | +6.8% | 0.21% | +13.8% |
| Q1 2022 | $225,000 | -14.1% | 8,104 | -8.6% | 0.18% | -5.7% |
| Q4 2021 | $262,000 | -1.1% | 8,862 | 0.0% | 0.19% | +1.1% |
| Q3 2021 | $265,000 | +1.9% | 8,862 | +2.4% | 0.19% | -7.8% |
| Q2 2021 | $260,000 | +7.4% | 8,656 | +6.0% | 0.21% | +7.9% |
| Q1 2021 | $242,000 | -13.3% | 8,168 | -9.9% | 0.19% | -21.4% |
| Q4 2020 | $279,000 | – | 9,061 | – | 0.24% | – |
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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% |