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 | $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. | 3,111,621 | $86,472,000 | 17.38% |
| RESTON WEALTH MANAGEMENT LLC | 1,111,731 | $30,895,000 | 15.85% |
| Capitol Family Office, Inc. | 541,345 | $15,044,000 | 12.11% |
| TOBIAS FINANCIAL ADVISORS, INC. | 1,256,928 | $34,930,000 | 12.05% |
| Stadion Money Management, LLC | 7,197,825 | $200,028,000 | 11.37% |
| Boston Standard Wealth Management, LLC | 1,281,117 | $35,602,000,000 | 10.21% |
| Rinkey Investments | 387,302 | $10,254,000 | 10.13% |
| WALLER FINANCIAL PLANNING GROUP, INC | 1,361,419 | $37,834,000 | 10.02% |
| Astoria Strategic Wealth, Inc. | 919,165 | $25,544,000 | 10.02% |
| Weitzel Financial Services, Inc. | 558,032 | $15,507,709,000 | 9.91% |