SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 289 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $256,000 | -3.0% | 9,196 | +3.2% | 0.14% | +15.0% |
| Q4 2021 | $264,000 | 0.0% | 8,909 | +1.0% | 0.12% | -9.1% |
| Q3 2021 | $264,000 | -9.0% | 8,821 | -8.6% | 0.13% | -7.7% |
| Q2 2021 | $290,000 | +4.3% | 9,648 | +2.9% | 0.14% | -7.1% |
| Q1 2021 | $278,000 | -14.7% | 9,377 | -11.3% | 0.15% | -18.5% |
| Q4 2020 | $326,000 | +21.2% | 10,574 | +21.2% | 0.19% | -1.0% |
| Q3 2020 | $269,000 | -1.1% | 8,723 | -0.9% | 0.19% | -15.5% |
| Q2 2020 | $272,000 | +2.6% | 8,802 | +0.3% | 0.23% | -27.3% |
| Q1 2020 | $265,000 | +7.7% | 8,776 | +4.8% | 0.31% | +28.5% |
| Q4 2019 | $246,000 | -0.8% | 8,372 | -0.1% | 0.24% | -6.9% |
| Q3 2019 | $248,000 | -0.4% | 8,382 | -1.6% | 0.26% | +12.1% |
| Q2 2019 | $249,000 | +10.7% | 8,520 | +8.0% | 0.23% | -0.9% |
| Q1 2019 | $225,000 | – | 7,891 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Willow Creek Wealth Management Inc. | 2,951,640 | $87,428,000 | 18.08% |
| RESTON WEALTH MANAGEMENT LLC | 1,107,100 | $32,792,000 | 15.91% |
| SENTINEL PENSION ADVISORS INC | 1,419,545 | $42,047,000 | 13.24% |
| WALLER FINANCIAL PLANNING GROUP, INC | 1,448,937 | $42,918,000 | 10.75% |
| Astoria Strategic Wealth, Inc. | 935,326 | $27,704,000 | 10.57% |
| Boston Standard Wealth Management, LLC | 1,235,730 | $36,602,000,000 | 10.21% |
| Rinkey Investments | 374,925 | $10,962,000 | 10.07% |
| Trinity Wealth Management, LLC | 489,816 | $14,508,000 | 9.98% |
| Weitzel Financial Services, Inc. | 548,475 | $16,245,829,000 | 9.81% |
| Financial Strategies Group, Inc. | 800,118 | $23,700,000 | 9.66% |