SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 399 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 4,260.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $870,733 | -2.7% | 36,160 | +2.5% | 0.00% | -50.0% |
| Q2 2023 | $895,206 | -2.5% | 35,286 | -0.9% | 0.00% | 0.0% |
| Q1 2023 | $917,820 | +28.2% | 35,602 | +24.9% | 0.00% | 0.0% |
| Q4 2022 | $715,995 | +22.0% | 28,503 | +21.1% | 0.00% | -33.3% |
| Q3 2022 | $587,000 | -4.4% | 23,538 | +0.9% | 0.00% | 0.0% |
| Q2 2022 | $614,000 | +72.0% | 23,319 | +81.7% | 0.00% | +200.0% |
| Q1 2022 | $357,000 | +8.5% | 12,837 | +15.7% | 0.00% | 0.0% |
| Q4 2021 | $329,000 | – | 11,095 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Willow Creek Wealth Management Inc. | 3,111,621 | $86,472,000 | 17.38% |
| RESTON WEALTH MANAGEMENT LLC | 1,111,731 | $30,895,000 | 15.85% |
| Capitol Family Office, Inc. | 541,345 | $15,044,000 | 12.11% |
| TOBIAS FINANCIAL ADVISORS, INC. | 1,256,928 | $34,930,000 | 12.05% |
| Stadion Money Management, LLC | 7,197,825 | $200,028,000 | 11.37% |
| Boston Standard Wealth Management, LLC | 1,281,117 | $35,602,000,000 | 10.21% |
| Rinkey Investments | 387,302 | $10,254,000 | 10.13% |
| WALLER FINANCIAL PLANNING GROUP, INC | 1,361,419 | $37,834,000 | 10.02% |
| Astoria Strategic Wealth, Inc. | 919,165 | $25,544,000 | 10.02% |
| Weitzel Financial Services, Inc. | 558,032 | $15,507,709,000 | 9.91% |