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 | $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. | 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% |