SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 350 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $49,015 | -1.6% | 1,932 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $49,826 | +207508.3% | 1,932 | +99.6% | 0.00% | +100.0% |
| Q4 2022 | $24 | -99.9% | 968 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $24,000 | -98.5% | 968 | -98.4% | 0.00% | -98.5% |
| Q2 2022 | $1,640,000 | +43.0% | 62,236 | +50.8% | 0.07% | +119.4% |
| Q1 2022 | $1,147,000 | -6.2% | 41,283 | 0.0% | 0.03% | +14.8% |
| Q4 2021 | $1,223,000 | -0.7% | 41,283 | 0.0% | 0.03% | -18.2% |
| Q3 2021 | $1,232,000 | -0.6% | 41,283 | 0.0% | 0.03% | -2.9% |
| Q2 2021 | $1,239,000 | +2.4% | 41,283 | +1.2% | 0.03% | +6.2% |
| Q1 2021 | $1,210,000 | – | 40,799 | – | 0.03% | – |
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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% |