SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 334 filers reported holding SPDR SER TR in Q4 2020. 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% | – |
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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% |