SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 392 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,434,378 | -4.3% | 100,016 | -0.3% | 1.35% | +1.6% |
| Q2 2023 | $2,544,436 | -3.3% | 100,293 | -1.7% | 1.33% | -6.7% |
| Q1 2023 | $2,632,447 | +3.4% | 102,074 | +0.8% | 1.42% | -4.6% |
| Q4 2022 | $2,545,971 | +44.6% | 101,313 | +43.0% | 1.49% | +30.6% |
| Q3 2022 | $1,761,000 | +3.7% | 70,841 | +10.4% | 1.14% | +7.8% |
| Q2 2022 | $1,698,000 | +2.3% | 64,186 | +7.4% | 1.06% | -2.1% |
| Q1 2022 | $1,660,000 | -2.2% | 59,736 | -0.2% | 1.08% | -11.9% |
| Q4 2021 | $1,698,000 | -1.1% | 59,844 | +4.0% | 1.23% | +2.8% |
| Q3 2021 | $1,717,000 | -4.5% | 57,519 | -4.0% | 1.20% | -5.8% |
| Q2 2021 | $1,798,000 | +13.0% | 59,897 | +11.6% | 1.27% | -1.8% |
| Q1 2021 | $1,591,000 | +2.9% | 53,669 | +6.9% | 1.30% | +5.5% |
| Q4 2020 | $1,546,000 | – | 50,214 | – | 1.23% | – |
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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% |