SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 381 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,953 | -12.9% | 2,874 | -9.2% | 0.03% | -12.8% |
| Q2 2023 | $80,321 | -36.8% | 3,166 | -35.7% | 0.04% | -38.1% |
| Q1 2023 | $127,042 | +103186.2% | 4,926 | +0.7% | 0.06% | -4.5% |
| Q4 2022 | $123 | -99.6% | 4,891 | +271.4% | 0.07% | +37.5% |
| Q3 2022 | $33,000 | -71.3% | 1,317 | -69.8% | 0.05% | -26.2% |
| Q2 2022 | $115,000 | -17.9% | 4,359 | -13.2% | 0.06% | -15.6% |
| Q1 2022 | $140,000 | -7.3% | 5,024 | -1.3% | 0.08% | -9.4% |
| Q4 2021 | $151,000 | -1.3% | 5,091 | -0.4% | 0.08% | -10.5% |
| Q3 2021 | $153,000 | -16.4% | 5,109 | -16.1% | 0.10% | -21.5% |
| Q2 2021 | $183,000 | +10.9% | 6,086 | +9.3% | 0.12% | -2.4% |
| Q1 2021 | $165,000 | -7.3% | 5,567 | -3.9% | 0.12% | -13.3% |
| Q4 2020 | $178,000 | – | 5,791 | – | 0.14% | – |
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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% |