SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 399 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 4,260.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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% |