SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 394 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,141,007 | +0.5% | 375,555 | +4.8% | 6.54% | +1.9% |
| Q2 2023 | $9,094,386 | +2.7% | 358,470 | +5.2% | 6.42% | -5.1% |
| Q1 2023 | $8,858,803 | +11.8% | 340,592 | +8.0% | 6.76% | +0.7% |
| Q4 2022 | $7,921,651 | +2.9% | 315,227 | +2.2% | 6.71% | -0.2% |
| Q3 2022 | $7,699,000 | +1.3% | 308,464 | +6.6% | 6.72% | +4.4% |
| Q2 2022 | $7,597,000 | +1.0% | 289,415 | +3.3% | 6.44% | +4.9% |
| Q1 2022 | $7,522,000 | -11.6% | 280,269 | -2.4% | 6.14% | -4.1% |
| Q4 2021 | $8,505,000 | – | 287,151 | – | 6.40% | – |
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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% |