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 | $365,614 | -16.3% | 15,021 | -12.7% | 0.06% | -14.5% |
| Q2 2023 | $436,595 | -26.2% | 17,209 | -25.0% | 0.07% | -31.0% |
| Q1 2023 | $591,600 | -50.0% | 22,939 | -51.3% | 0.10% | -53.3% |
| Q4 2022 | $1,183,601 | -23.8% | 47,099 | -24.4% | 0.21% | -21.9% |
| Q3 2022 | $1,554,000 | +35.8% | 62,285 | +43.4% | 0.27% | +31.7% |
| Q2 2022 | $1,144,000 | -2.6% | 43,430 | -1.3% | 0.21% | -6.7% |
| Q1 2022 | $1,174,000 | -5.7% | 44,003 | +4.7% | 0.22% | -20.4% |
| Q4 2021 | $1,245,000 | -2.4% | 42,024 | -1.7% | 0.28% | -18.1% |
| Q3 2021 | $1,276,000 | -6.8% | 42,741 | -6.3% | 0.34% | -19.7% |
| Q2 2021 | $1,369,000 | -8.8% | 45,617 | -9.2% | 0.43% | -31.8% |
| Q1 2021 | $1,501,000 | -25.5% | 50,214 | -23.2% | 0.62% | -31.8% |
| Q4 2020 | $2,014,000 | -0.4% | 65,405 | -0.5% | 0.92% | -17.3% |
| Q3 2020 | $2,022,000 | -6.6% | 65,706 | -6.5% | 1.11% | -18.4% |
| Q2 2020 | $2,164,000 | -54.9% | 70,247 | -55.8% | 1.36% | -58.0% |
| Q1 2020 | $4,801,000 | -46.6% | 158,762 | -48.2% | 3.23% | -38.2% |
| Q4 2019 | $8,998,000 | +9.5% | 306,272 | +10.3% | 5.23% | -4.8% |
| Q3 2019 | $8,214,000 | +12.9% | 277,581 | +11.0% | 5.50% | +10.1% |
| Q2 2019 | $7,273,000 | +21.7% | 250,012 | +18.7% | 4.99% | +11.8% |
| Q1 2019 | $5,975,000 | +16.1% | 210,695 | +14.0% | 4.46% | +18.1% |
| Q4 2018 | $5,146,000 | +0.6% | 184,762 | -0.3% | 3.78% | +11.1% |
| Q3 2018 | $5,115,000 | +17.7% | 185,334 | +19.0% | 3.40% | +6.8% |
| Q2 2018 | $4,345,000 | +58.2% | 155,792 | +59.7% | 3.18% | +38.4% |
| Q1 2018 | $2,747,000 | +555.6% | 97,556 | +569.8% | 2.30% | +616.5% |
| Q4 2017 | $419,000 | – | 14,566 | – | 0.32% | – |
Download | ||||||
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% |