SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 412 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $336,080 | -12.1% | 13,808 | -8.4% | 0.30% | -9.4% |
| Q2 2023 | $382,341 | -4.7% | 15,071 | -3.1% | 0.33% | -10.1% |
| Q1 2023 | $401,229 | -5.7% | 15,558 | -8.1% | 0.37% | -11.8% |
| Q4 2022 | $425,269 | -13.7% | 16,923 | -9.6% | 0.42% | -17.9% |
| Q2 2022 | $493,000 | -16.9% | 18,713 | -12.4% | 0.51% | -1.9% |
| Q1 2022 | $593,000 | -2.3% | 21,355 | -0.2% | 0.52% | -5.0% |
| Q4 2021 | $607,000 | – | 21,404 | – | 0.54% | – |
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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% |