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 | $1,449,397 | -14.8% | 59,548 | -11.2% | 0.05% | -60.2% |
| Q2 2023 | $1,700,628 | -37.2% | 67,033 | -36.1% | 0.12% | -40.0% |
| Q1 2023 | $2,706,326 | -28.3% | 104,937 | -30.1% | 0.20% | -34.1% |
| Q4 2022 | $3,772,641 | +99.5% | 150,125 | +98.1% | 0.31% | +73.7% |
| Q3 2022 | $1,891,000 | +4.0% | 75,789 | +9.8% | 0.18% | +7.2% |
| Q2 2022 | $1,819,000 | +42.9% | 69,019 | +50.7% | 0.17% | +68.7% |
| Q1 2022 | $1,273,000 | -29.6% | 45,790 | -24.9% | 0.10% | -25.0% |
| Q4 2021 | $1,807,000 | – | 60,992 | – | 0.13% | – |
Download | ||||||
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% |