SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 399 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 4,260.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $680,269 | -84.6% | 27,070 | -84.7% | 0.70% | -83.4% |
| Q3 2022 | $4,411,000 | +55.6% | 176,782 | +64.3% | 4.24% | +39.4% |
| Q2 2022 | $2,835,000 | -61.4% | 107,576 | -59.3% | 3.04% | -49.2% |
| Q1 2022 | $7,350,000 | +239.8% | 264,492 | +262.3% | 5.98% | +215.1% |
| Q4 2021 | $2,163,000 | -6.8% | 73,011 | -6.1% | 1.90% | -0.9% |
| Q3 2021 | $2,322,000 | +2.3% | 77,790 | +2.9% | 1.91% | +1.1% |
| Q2 2021 | $2,270,000 | -5.4% | 75,625 | -6.6% | 1.89% | -10.8% |
| Q1 2021 | $2,400,000 | +9.2% | 80,932 | +13.4% | 2.12% | +8.9% |
| Q4 2020 | $2,198,000 | – | 71,391 | – | 1.95% | – |
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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% |