SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 437 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $368,733 | +4.4% | 14,697 | +5.2% | 0.07% | -1.5% |
Q1 2024 | $353,147 | +9.0% | 13,969 | +10.5% | 0.07% | -1.4% |
Q4 2023 | $323,987 | +4.1% | 12,636 | -1.2% | 0.07% | -2.8% |
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. | 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% |