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 | $311,309 | -2.2% | 12,790 | +2.0% | 0.07% | 0.0% |
| Q2 2023 | $318,267 | +0.7% | 12,545 | +2.4% | 0.07% | -4.1% |
| Q1 2023 | $316,031 | +7.7% | 12,254 | +5.5% | 0.07% | -28.2% |
| Q4 2022 | $293,344 | +0.1% | 11,613 | -1.0% | 0.10% | -10.4% |
| Q3 2022 | $293,000 | -1.7% | 11,736 | +6.1% | 0.12% | +13.9% |
| Q2 2022 | $298,000 | -25.1% | 11,060 | -22.8% | 0.10% | -15.1% |
| Q1 2022 | $398,000 | -16.0% | 14,319 | -10.6% | 0.12% | -15.0% |
| Q4 2021 | $474,000 | 0.0% | 16,014 | +0.8% | 0.14% | -1.4% |
| Q3 2021 | $474,000 | +1.7% | 15,888 | +3.4% | 0.14% | -2.7% |
| Q2 2021 | $466,000 | +45.6% | 15,370 | +43.4% | 0.15% | +44.6% |
| Q1 2021 | $320,000 | -30.3% | 10,720 | -28.1% | 0.10% | -42.0% |
| Q4 2020 | $459,000 | – | 14,906 | – | 0.17% | – |
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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% |