SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 9 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,987,850 | +136.2% | 81,670 | +146.2% | 1.75% | +155.1% |
| Q2 2023 | $841,516 | -0.3% | 33,170 | +1.4% | 0.69% | -3.7% |
| Q1 2023 | $843,770 | +3.9% | 32,717 | +1.2% | 0.71% | +1.0% |
| Q4 2022 | $812,331 | +3.5% | 32,325 | +2.7% | 0.70% | -7.7% |
| Q3 2022 | $785,000 | -6.1% | 31,475 | -0.8% | 0.76% | +7.9% |
| Q2 2022 | $836,000 | +11.3% | 31,713 | +17.4% | 0.71% | +0.6% |
| Q1 2022 | $751,000 | +28.6% | 27,016 | +37.0% | 0.70% | +43.1% |
| Q4 2021 | $584,000 | -31.9% | 19,723 | -31.3% | 0.49% | -30.3% |
| Q3 2021 | $857,000 | +24.4% | 28,695 | +25.0% | 0.71% | +14.6% |
| Q2 2021 | $689,000 | +2.1% | 22,949 | +0.8% | 0.62% | -11.5% |
| Q1 2021 | $675,000 | – | 22,776 | – | 0.70% | – |
Download | ||||||
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% |