SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 9 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,042,911 | +5.1% | 42,848 | +9.6% | 0.70% | +7.8% |
| Q2 2023 | $991,875 | +16.9% | 39,096 | +18.9% | 0.64% | +21.9% |
| Q1 2023 | $848,324 | +5.9% | 32,894 | +3.2% | 0.53% | +0.4% |
| Q4 2022 | $800,974 | +9.3% | 31,873 | +8.5% | 0.53% | -9.3% |
| Q3 2022 | $733,000 | -7.0% | 29,373 | -1.8% | 0.58% | -14.3% |
| Q2 2022 | $788,000 | -7.0% | 29,917 | -1.9% | 0.68% | -0.1% |
| Q1 2022 | $847,000 | -16.3% | 30,482 | -10.8% | 0.68% | -15.0% |
| Q4 2021 | $1,012,000 | – | 34,169 | – | 0.80% | – |
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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% |