SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 400 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,467 | +51.6% | 1,868 | +58.0% | 0.00% | +100.0% |
| Q2 2023 | $29,987 | -1.6% | 1,182 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $30,483 | -32.9% | 1,182 | -34.6% | 0.00% | -50.0% |
| Q4 2022 | $45,435 | -79.6% | 1,808 | -79.8% | 0.00% | -81.0% |
| Q3 2022 | $223,000 | +19.9% | 8,930 | +26.2% | 0.02% | +31.2% |
| Q2 2022 | $186,000 | +31.9% | 7,075 | +39.2% | 0.02% | +60.0% |
| Q1 2022 | $141,000 | -21.7% | 5,084 | -16.2% | 0.01% | 0.0% |
| Q4 2021 | $180,000 | +57.9% | 6,069 | +58.5% | 0.01% | +42.9% |
| Q3 2021 | $114,000 | -37.0% | 3,828 | -36.6% | 0.01% | -36.4% |
| Q2 2021 | $181,000 | -30.1% | 6,039 | -30.8% | 0.01% | -38.9% |
| Q1 2021 | $259,000 | -14.8% | 8,721 | -11.6% | 0.02% | -21.7% |
| Q4 2020 | $304,000 | -47.3% | 9,863 | -47.4% | 0.02% | -54.0% |
| Q3 2020 | $577,000 | +17.8% | 18,742 | +18.0% | 0.05% | +4.2% |
| Q2 2020 | $490,000 | -5.0% | 15,882 | -6.9% | 0.05% | -15.8% |
| Q1 2020 | $516,000 | -1.5% | 17,062 | -4.3% | 0.06% | +9.6% |
| Q4 2019 | $524,000 | +1014.9% | 17,822 | +1018.1% | 0.05% | +333.3% |
| Q3 2019 | $47,000 | -90.7% | 1,594 | -90.8% | 0.01% | -76.5% |
| Q2 2019 | $508,000 | +24.5% | 17,412 | +21.7% | 0.05% | +21.4% |
| Q1 2019 | $408,000 | -13.9% | 14,308 | -16.1% | 0.04% | -26.3% |
| Q4 2018 | $474,000 | +4640.0% | 17,047 | +4458.0% | 0.06% | +1800.0% |
| Q3 2018 | $10,000 | – | 374 | – | 0.00% | – |
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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% |