SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 354 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 2024 | $386,560 | -0.4% | 15,407 | +0.4% | 0.19% | -3.1% |
| Q1 2024 | $388,096 | -36.2% | 15,352 | -35.3% | 0.20% | -40.9% |
| Q4 2023 | $608,490 | -15.3% | 23,732 | -19.6% | 0.33% | -22.9% |
| Q3 2023 | $718,144 | +67.0% | 29,505 | +74.0% | 0.43% | +67.2% |
| Q2 2023 | $430,103 | -7.9% | 16,953 | -6.3% | 0.26% | -12.9% |
| Q1 2023 | $466,854 | -48.2% | 18,102 | -49.5% | 0.29% | -50.3% |
| Q4 2022 | $900,717 | +7.2% | 35,842 | +6.5% | 0.59% | -0.5% |
| Q3 2022 | $840,000 | -15.7% | 33,654 | -11.1% | 0.60% | -9.0% |
| Q2 2022 | $997,000 | -17.6% | 37,855 | -7.3% | 0.65% | -1.4% |
| Q4 2021 | $1,210,000 | +6.8% | 40,852 | +0.2% | 0.66% | +1.5% |
| Q1 2021 | $1,133,000 | – | 40,778 | – | 0.65% | – |
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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% |