SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 393 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,311 | -4.7% | 9,339 | -0.7% | 0.24% | -9.6% |
| Q2 2023 | $238,503 | -8.2% | 9,401 | -6.6% | 0.27% | -27.3% |
| Q1 2023 | $259,705 | -6.1% | 10,070 | -8.5% | 0.37% | -6.0% |
| Q4 2022 | $276,430 | -8.2% | 11,000 | -8.9% | 0.40% | -3.2% |
| Q3 2022 | $301,000 | -9.6% | 12,081 | -4.5% | 0.41% | -2.1% |
| Q2 2022 | $333,000 | -14.8% | 12,651 | -10.1% | 0.42% | +11.4% |
| Q1 2022 | $391,000 | -10.3% | 14,077 | -4.4% | 0.38% | +1.9% |
| Q4 2021 | $436,000 | +1.4% | 14,723 | +2.2% | 0.37% | -7.8% |
| Q3 2021 | $430,000 | +4.6% | 14,410 | +5.3% | 0.40% | +4.2% |
| Q2 2021 | $411,000 | +5.9% | 13,684 | +4.6% | 0.38% | -0.8% |
| Q1 2021 | $388,000 | – | 13,081 | – | 0.39% | – |
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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% |