SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 393 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $600,249 | +1.3% | 24,661 | +5.6% | 0.24% | +6.1% |
| Q2 2023 | $592,263 | -3.9% | 23,345 | -2.3% | 0.23% | -4.9% |
| Q1 2023 | $616,020 | +5.3% | 23,886 | +2.6% | 0.24% | -8.3% |
| Q4 2022 | $584,800 | -53.6% | 23,271 | -53.9% | 0.26% | -56.4% |
| Q3 2022 | $1,260,000 | -2.9% | 50,507 | +2.5% | 0.61% | -1.0% |
| Q2 2022 | $1,298,000 | +141.7% | 49,254 | +141.5% | 0.61% | +158.0% |
| Q1 2022 | $537,000 | -10.6% | 20,398 | +0.5% | 0.24% | -2.1% |
| Q4 2021 | $601,000 | -58.9% | 20,303 | -58.5% | 0.24% | -58.4% |
| Q3 2021 | $1,462,000 | – | 48,968 | – | 0.58% | – |
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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% |