SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 399 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 62.05 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,816,613 | -5.7% | 74,635 | -1.7% | 1.89% | -0.6% |
| Q2 2023 | $1,925,761 | -2.2% | 75,907 | -0.6% | 1.90% | -4.6% |
| Q1 2023 | $1,969,636 | +2.0% | 76,372 | -0.6% | 2.00% | -1.1% |
| Q4 2022 | $1,931,478 | +0.3% | 76,859 | -0.4% | 2.02% | -6.1% |
| Q3 2022 | $1,925,000 | -5.5% | 77,160 | -0.2% | 2.15% | -0.9% |
| Q2 2022 | $2,038,000 | -6.0% | 77,350 | -0.9% | 2.17% | +9.8% |
| Q1 2022 | $2,169,000 | -9.4% | 78,050 | -3.4% | 1.98% | -7.5% |
| Q4 2021 | $2,393,000 | – | 80,790 | – | 2.14% | – |
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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% |