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 | $212,050 | -47.4% | 8,712 | -45.1% | 0.23% | -27.5% |
| Q2 2023 | $402,799 | -94.9% | 15,877 | -94.9% | 0.32% | -95.6% |
| Q4 2022 | $7,893,335 | +54.0% | 314,100 | +52.9% | 7.19% | +14.1% |
| Q3 2022 | $5,126,000 | +33.8% | 205,456 | +41.3% | 6.30% | +66.2% |
| Q2 2022 | $3,830,000 | -32.1% | 145,358 | -28.4% | 3.79% | -21.6% |
| Q1 2022 | $5,643,000 | -3.2% | 203,056 | +3.1% | 4.84% | +7.6% |
| Q4 2021 | $5,832,000 | – | 196,908 | – | 4.50% | – |
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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% |