SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 397 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,774,590 | +8.6% | 628,721 | +10.9% | 4.04% | -0.9% |
| Q1 2024 | $14,529,803 | 0.0% | 566,685 | 0.0% | 4.08% | 0.0% |
| Q4 2023 | $14,529,803 | +452.3% | 566,685 | +424.3% | 4.08% | +399.6% |
| Q3 2023 | $2,630,801 | +5.6% | 108,085 | +10.1% | 0.82% | +10.7% |
| Q2 2023 | $2,490,551 | +3.7% | 98,169 | +5.4% | 0.74% | -0.4% |
| Q1 2023 | $2,401,834 | -72.1% | 93,130 | -72.8% | 0.74% | -74.3% |
| Q4 2022 | $8,613,774 | +99.6% | 342,769 | +98.2% | 2.88% | +55.1% |
| Q3 2022 | $4,315,000 | +170.0% | 172,965 | +185.2% | 1.86% | +154.2% |
| Q2 2022 | $1,598,000 | – | 60,652 | – | 0.73% | – |
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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% |