OPTIMUM INVESTMENT ADVISORS - SPDR SER TR ownership

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
OPTIMUM INVESTMENT ADVISORS ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$18,0000.0%6000.0%0.01%
-12.5%
Q3 2021$18,0000.0%6000.0%0.01%
+33.3%
Q2 2021$18,000
-25.0%
600
-25.0%
0.01%
-14.3%
Q1 2021$24,000
-4.0%
8000.0%0.01%
-12.5%
Q4 2020$25,0000.0%8000.0%0.01%0.0%
Q3 2020$25,0000.0%8000.0%0.01%
-11.1%
Q2 2020$25,000
+4.2%
8000.0%0.01%
-10.0%
Q1 2020$24,0000.0%8000.0%0.01%
+42.9%
Q4 2019$24,0000.0%8000.0%0.01%
-12.5%
Q3 2019$24,000
+4.3%
8000.0%0.01%
+14.3%
Q2 2019$23,0000.0%8000.0%0.01%
-12.5%
Q1 2019$23,000
+4.5%
8000.0%0.01%0.0%
Q4 2018$22,0000.0%8000.0%0.01%
+33.3%
Q3 2018$22,0000.0%8000.0%0.01%0.0%
Q2 2018$22,000
-4.3%
8000.0%0.01%
-14.3%
Q1 2018$23,000
+27.8%
800
+166.7%
0.01%
+16.7%
Q1 2015$18,0003000.01%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 3,111,621$86,472,00017.38%
RESTON WEALTH MANAGEMENT LLC 1,111,731$30,895,00015.85%
Capitol Family Office, Inc. 541,345$15,044,00012.11%
TOBIAS FINANCIAL ADVISORS, INC. 1,256,928$34,930,00012.05%
Stadion Money Management, LLC 7,197,825$200,028,00011.37%
Boston Standard Wealth Management, LLC 1,281,117$35,602,000,00010.21%
Rinkey Investments 387,302$10,254,00010.13%
WALLER FINANCIAL PLANNING GROUP, INC 1,361,419$37,834,00010.02%
Astoria Strategic Wealth, Inc. 919,165$25,544,00010.02%
Weitzel Financial Services, Inc. 558,032$15,507,709,0009.91%
View complete list of SPDR SER TR shareholders