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 | $502,773 | +106.7% | 20,750 | +113.9% | 0.06% | +107.4% |
| Q2 2023 | $243,254 | -78.5% | 9,703 | -77.8% | 0.03% | -77.5% |
| Q1 2023 | $1,129,679 | -42.8% | 43,803 | -44.3% | 0.12% | -48.3% |
| Q4 2022 | $1,975,293 | +59.0% | 78,603 | +55.7% | 0.23% | +53.6% |
| Q3 2022 | $1,242,000 | +183.6% | 50,471 | +211.1% | 0.15% | +190.4% |
| Q2 2022 | $438,000 | +47.0% | 16,224 | +51.5% | 0.05% | +48.6% |
| Q1 2022 | $298,000 | -71.4% | 10,710 | -70.0% | 0.04% | -73.7% |
| Q4 2021 | $1,042,000 | – | 35,744 | – | 0.13% | – |
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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% |