SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 9 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $862 | -49.4% | 35,413 | -47.2% | 0.00% | -57.1% |
| Q2 2023 | $1,703 | -20.3% | 67,129 | -19.0% | 0.01% | -30.0% |
| Q1 2023 | $2,136 | -23.7% | 82,832 | -25.6% | 0.01% | -28.6% |
| Q4 2022 | $2,798 | -100.0% | 111,331 | -83.5% | 0.01% | -86.0% |
| Q3 2022 | $16,876,000 | -9.2% | 676,392 | -4.1% | 0.10% | -12.3% |
| Q2 2022 | $18,577,000 | -9.6% | 704,996 | -4.7% | 0.11% | -5.8% |
| Q1 2022 | $20,560,000 | -7.1% | 739,819 | -1.0% | 0.12% | -11.7% |
| Q4 2021 | $22,140,000 | -8.9% | 747,472 | -8.2% | 0.14% | -19.4% |
| Q3 2021 | $24,315,000 | +9324.4% | 814,564 | +9440.5% | 0.17% | +2733.3% |
| Q1 2020 | $258,000 | -73.1% | 8,538 | -73.8% | 0.01% | -68.4% |
| Q4 2019 | $958,000 | -50.1% | 32,604 | -49.6% | 0.02% | -57.8% |
| Q3 2019 | $1,918,000 | -26.4% | 64,715 | -27.5% | 0.04% | -34.8% |
| Q2 2019 | $2,605,000 | +113.9% | 89,304 | +109.3% | 0.07% | +165.4% |
| Q1 2019 | $1,218,000 | – | 42,663 | – | 0.03% | – |
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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% |