SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 385 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $30,943,466 | -8.9% | 1,233,298 | -8.2% | 0.04% | -10.6% |
Q1 2024 | $33,961,203 | -2.7% | 1,343,403 | -1.3% | 0.05% | -9.6% |
Q4 2023 | $34,895,082 | +120.4% | 1,360,957 | +109.3% | 0.05% | +100.0% |
Q3 2023 | $15,830,338 | +11.8% | 650,383 | +16.5% | 0.03% | +13.0% |
Q2 2023 | $14,162,523 | +22.2% | 558,239 | +24.3% | 0.02% | +15.0% |
Q1 2023 | $11,585,822 | +26.6% | 449,237 | +23.4% | 0.02% | +25.0% |
Q4 2022 | $9,148,275 | +28.2% | 364,038 | +27.3% | 0.02% | +6.7% |
Q3 2022 | $7,134,000 | -9.8% | 285,945 | -4.7% | 0.02% | 0.0% |
Q2 2022 | $7,908,000 | +34.7% | 300,132 | +42.1% | 0.02% | +50.0% |
Q1 2022 | $5,869,000 | -8.8% | 211,187 | -2.8% | 0.01% | 0.0% |
Q4 2021 | $6,436,000 | +34.4% | 217,277 | +35.4% | 0.01% | +11.1% |
Q3 2021 | $4,790,000 | +76.0% | 160,468 | +76.9% | 0.01% | +80.0% |
Q2 2021 | $2,722,000 | +1.1% | 90,716 | -0.1% | 0.01% | 0.0% |
Q1 2021 | $2,693,000 | +7178.4% | 90,831 | +7520.1% | 0.01% | – |
Q4 2020 | $37,000 | +516.7% | 1,192 | +508.2% | 0.00% | – |
Q1 2020 | $6,000 | -70.0% | 196 | -71.9% | 0.00% | – |
Q1 2019 | $20,000 | -79.8% | 697 | -79.9% | 0.00% | – |
Q4 2017 | $99,000 | – | 3,460 | – | 0.00% | – |
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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% |