SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 399 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 4,260.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |