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 | $1,562,652 | -5.4% | 64,201 | -1.5% | 0.32% | -0.3% |
| Q2 2023 | $1,651,527 | -2.1% | 65,149 | -0.4% | 0.32% | -9.5% |
| Q1 2023 | $1,686,589 | +75.2% | 65,397 | +70.7% | 0.35% | +67.8% |
| Q4 2022 | $962,806 | +623.9% | 38,313 | +619.4% | 0.21% | +593.3% |
| Q3 2022 | $133,000 | -5.0% | 5,326 | 0.0% | 0.03% | -3.2% |
| Q2 2022 | $140,000 | -6.7% | 5,326 | -1.4% | 0.03% | +6.9% |
| Q1 2022 | $150,000 | -25.7% | 5,401 | -20.9% | 0.03% | -25.6% |
| Q4 2021 | $202,000 | -1.0% | 6,830 | 0.0% | 0.04% | -4.9% |
| Q3 2021 | $204,000 | -8.9% | 6,830 | -8.4% | 0.04% | -4.7% |
| Q2 2021 | $224,000 | +1.4% | 7,458 | 0.0% | 0.04% | -6.5% |
| Q1 2021 | $221,000 | -4.3% | 7,458 | -0.5% | 0.05% | -4.2% |
| Q4 2020 | $231,000 | – | 7,495 | – | 0.05% | – |
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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% |