SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 392 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.13 and the average weighting 1.0%.
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% | – |
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% |