SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 334 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.6%.
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. | 3,111,621 | $86,472,000 | 17.38% |
| RESTON WEALTH MANAGEMENT LLC | 1,111,731 | $30,895,000 | 15.85% |
| Capitol Family Office, Inc. | 541,345 | $15,044,000 | 12.11% |
| TOBIAS FINANCIAL ADVISORS, INC. | 1,256,928 | $34,930,000 | 12.05% |
| Stadion Money Management, LLC | 7,197,825 | $200,028,000 | 11.37% |
| Boston Standard Wealth Management, LLC | 1,281,117 | $35,602,000,000 | 10.21% |
| Rinkey Investments | 387,302 | $10,254,000 | 10.13% |
| WALLER FINANCIAL PLANNING GROUP, INC | 1,361,419 | $37,834,000 | 10.02% |
| Astoria Strategic Wealth, Inc. | 919,165 | $25,544,000 | 10.02% |
| Weitzel Financial Services, Inc. | 558,032 | $15,507,709,000 | 9.91% |