SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 397 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $915,835 | -41.0% | 35,719 | -44.0% | 0.10% | -46.8% |
Q3 2023 | $1,552,259 | -4.7% | 63,774 | -0.6% | 0.19% | -5.6% |
Q2 2023 | $1,628,094 | -1.6% | 64,174 | 0.0% | 0.20% | -4.8% |
Q1 2023 | $1,655,047 | +2.6% | 64,174 | 0.0% | 0.21% | -5.5% |
Q4 2022 | $1,612,693 | +6.4% | 64,174 | +5.7% | 0.22% | -0.5% |
Q3 2022 | $1,515,000 | -5.3% | 60,704 | 0.0% | 0.22% | -9.1% |
Q2 2022 | $1,600,000 | -5.2% | 60,704 | 0.0% | 0.24% | -0.8% |
Q1 2022 | $1,687,000 | -14.2% | 60,704 | -8.6% | 0.24% | -7.2% |
Q4 2021 | $1,967,000 | -1.3% | 66,424 | -0.5% | 0.26% | -3.7% |
Q3 2021 | $1,992,000 | +0.6% | 66,749 | +1.1% | 0.27% | -6.2% |
Q2 2021 | $1,981,000 | +9.5% | 65,999 | +8.2% | 0.29% | +11.1% |
Q1 2021 | $1,809,000 | +7.8% | 60,999 | +11.9% | 0.26% | -0.4% |
Q4 2020 | $1,678,000 | – | 54,499 | – | 0.26% | – |
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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% |