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 | $2,287 | -7.4% | 93,975 | -3.5% | 0.20% | -7.9% |
| Q2 2023 | $2,470 | +213.9% | 97,367 | +219.2% | 0.22% | +242.9% |
| Q1 2023 | $787 | +529.6% | 30,507 | +515.6% | 0.06% | +425.0% |
| Q4 2022 | $125 | -99.9% | 4,956 | +31.4% | 0.01% | +50.0% |
| Q1 2022 | $105,000 | -97.6% | 3,771 | -97.5% | 0.01% | -97.6% |
| Q4 2021 | $4,381,000 | +6.9% | 147,898 | +7.7% | 0.33% | -3.8% |
| Q3 2021 | $4,099,000 | +61.3% | 137,334 | +62.2% | 0.34% | +60.7% |
| Q2 2021 | $2,541,000 | -0.1% | 84,670 | -1.3% | 0.21% | -14.7% |
| Q1 2021 | $2,543,000 | -52.5% | 85,769 | -50.7% | 0.25% | -55.4% |
| Q4 2020 | $5,352,000 | -9.8% | 173,828 | -9.7% | 0.56% | -31.4% |
| Q3 2020 | $5,933,000 | +78.2% | 192,581 | +78.5% | 0.82% | +66.9% |
| Q2 2020 | $3,329,000 | +14.5% | 107,873 | +12.1% | 0.49% | -15.3% |
| Q1 2020 | $2,908,000 | +76.7% | 96,216 | +71.8% | 0.58% | +152.6% |
| Q4 2019 | $1,646,000 | +2.6% | 56,013 | +3.4% | 0.23% | -8.4% |
| Q3 2019 | $1,605,000 | +142.4% | 54,146 | +128.3% | 0.25% | +175.8% |
| Q2 2018 | $662,000 | – | 23,719 | – | 0.09% | – |
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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% |