SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 398 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,182,715 | -4.0% | 47,575 | -3.4% | 0.92% | -5.4% |
| Q1 2024 | $1,232,452 | -1.0% | 49,239 | +1.4% | 0.98% | -5.2% |
| Q4 2023 | $1,245,078 | +85.1% | 48,560 | +75.8% | 1.03% | +81.3% |
| Q3 2023 | $672,490 | +1.1% | 27,629 | +5.4% | 0.57% | +6.4% |
| Q2 2023 | $665,278 | +58.6% | 26,223 | +61.3% | 0.53% | +52.7% |
| Q1 2023 | $419,345 | +3.6% | 16,260 | +1.0% | 0.35% | +0.9% |
| Q4 2022 | $404,719 | -90.9% | 16,105 | -90.9% | 0.35% | -91.4% |
| Q3 2022 | $4,431,000 | -13.5% | 177,634 | -8.7% | 4.04% | -8.3% |
| Q2 2022 | $5,124,000 | +185.0% | 194,464 | +199.5% | 4.41% | +201.3% |
| Q1 2022 | $1,798,000 | +152.2% | 64,934 | +169.7% | 1.46% | +152.7% |
| Q4 2021 | $713,000 | – | 24,073 | – | 0.58% | – |
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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% |