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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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% |