SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 394 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $464,894 | -6.8% | 19,100 | -2.8% | 0.48% | -0.4% |
| Q2 2023 | $498,685 | +5.6% | 19,657 | +4.6% | 0.48% | +1.3% |
| Q1 2023 | $472,394 | 0.0% | 18,798 | 0.0% | 0.47% | +0.4% |
| Q4 2022 | $472,394 | +29.4% | 18,798 | +28.5% | 0.47% | +20.2% |
| Q3 2022 | $365,000 | +9.6% | 14,627 | +15.8% | 0.39% | +13.0% |
| Q2 2022 | $333,000 | -3.8% | 12,630 | +1.3% | 0.35% | +13.8% |
| Q1 2022 | $346,000 | -13.3% | 12,466 | -7.3% | 0.30% | -15.5% |
| Q4 2021 | $399,000 | – | 13,454 | – | 0.36% | – |
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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% |