SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 398 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,694,951 | +11.0% | 67,555 | +11.8% | 0.72% | +9.6% |
| Q1 2024 | $1,527,392 | -44.6% | 60,418 | -43.8% | 0.66% | -48.5% |
| Q4 2023 | $2,756,883 | +76.2% | 107,523 | +67.3% | 1.28% | +60.4% |
| Q3 2023 | $1,564,575 | -4.0% | 64,280 | +0.1% | 0.80% | -1.8% |
| Q2 2023 | $1,629,114 | -25.8% | 64,214 | -24.6% | 0.81% | -25.1% |
| Q1 2023 | $2,196,701 | -28.7% | 85,177 | -30.5% | 1.09% | -32.3% |
| Q4 2022 | $3,081,963 | +40.8% | 122,641 | +39.8% | 1.60% | +25.2% |
| Q3 2022 | $2,189,000 | +5.4% | 87,741 | +11.5% | 1.28% | +8.3% |
| Q2 2022 | $2,077,000 | +72.4% | 78,689 | +81.4% | 1.18% | +81.0% |
| Q1 2022 | $1,205,000 | -52.1% | 43,379 | -48.9% | 0.65% | -74.7% |
| Q4 2021 | $2,516,000 | – | 84,948 | – | 2.58% | – |
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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% |