SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 355 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $429,406 | -7.9% | 17,642 | -4.0% | 0.00% | 0.0% |
| Q2 2023 | $466,174 | -3.0% | 18,375 | -1.4% | 0.00% | -25.0% |
| Q1 2023 | $480,622 | +0.8% | 18,636 | -1.8% | 0.00% | 0.0% |
| Q4 2022 | $477,000 | -2.5% | 18,981 | -3.1% | 0.00% | 0.0% |
| Q3 2022 | $489,000 | -20.7% | 19,591 | -16.3% | 0.00% | -20.0% |
| Q2 2022 | $617,000 | -13.9% | 23,409 | -9.2% | 0.01% | 0.0% |
| Q1 2022 | $717,000 | -8.9% | 25,794 | -3.0% | 0.01% | 0.0% |
| Q4 2021 | $787,000 | +6.1% | 26,581 | +6.9% | 0.01% | 0.0% |
| Q3 2021 | $742,000 | – | 24,862 | – | 0.01% | – |
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% |