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 | $9,347,474 | +102.3% | 389,320 | +113.7% | 5.46% | +108.1% |
| Q2 2023 | $4,621,342 | +5.5% | 182,157 | +7.4% | 2.62% | -0.4% |
| Q1 2023 | $4,380,864 | +54.6% | 169,603 | +50.4% | 2.63% | +45.6% |
| Q4 2022 | $2,833,551 | -99.9% | 112,755 | -31.6% | 1.81% | -37.3% |
| Q3 2022 | $4,111,435,000 | -18.7% | 164,787 | -14.2% | 2.89% | -15.4% |
| Q2 2022 | $5,059,200,000 | -67.4% | 192,000 | -65.6% | 3.41% | -65.5% |
| Q1 2022 | $15,507,709,000 | -4.5% | 558,032 | +1.7% | 9.91% | +0.9% |
| Q4 2021 | $16,245,829,000 | +3.3% | 548,475 | +4.3% | 9.81% | -3.8% |
| Q3 2021 | $15,723,602,000 | +2942.6% | 525,873 | -96.6% | 10.20% | -43.9% |
| Q2 2021 | $516,780,000 | +3436.0% | 15,617,091 | +3066.0% | 18.19% | +78.1% |
| Q1 2021 | $14,615,000 | +2.3% | 493,278 | +4.8% | 10.22% | -4.2% |
| Q4 2020 | $14,290,000 | – | 470,864 | – | 10.66% | – |
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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% |