Beaumont Financial Partners, LLC - SPDR SER TR ownership

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
Beaumont Financial Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$4,248,000
-18.0%
170,265
-13.4%
0.41%
-12.5%
Q2 2022$5,178,000
+1330.4%
196,505
+1408.4%
0.46%
+1560.7%
Q1 2022$362,000
-6.2%
13,0270.0%0.03%0.0%
Q4 2021$386,000
-16.3%
13,027
-15.7%
0.03%
-22.2%
Q3 2021$461,000
-7.4%
15,445
-7.0%
0.04%
-5.3%
Q2 2021$498,000
+1.2%
16,5990.0%0.04%
-9.5%
Q1 2021$492,000
+2.1%
16,599
+6.1%
0.04%
-2.3%
Q4 2020$482,0000.0%15,6490.0%0.04%
-6.5%
Q3 2020$482,000
-0.2%
15,6490.0%0.05%
-8.0%
Q2 2020$483,000
-3.4%
15,649
-5.3%
0.05%
-20.6%
Q1 2020$500,000
+2.9%
16,5320.0%0.06%
+31.2%
Q4 2019$486,000
-0.2%
16,532
+0.6%
0.05%
-2.0%
Q3 2019$487,000
-6.2%
16,432
-7.6%
0.05%
-9.3%
Q2 2019$519,000
+2.2%
17,7830.0%0.05%0.0%
Q1 2019$508,000
-4.5%
17,783
-6.9%
0.05%
-37.9%
Q4 2018$532,000
-57.9%
19,101
-58.1%
0.09%
-31.0%
Q3 2018$1,263,000
-0.6%
45,5700.0%0.13%
-6.7%
Q2 2018$1,271,000
-11.9%
45,570
-11.0%
0.14%
-16.1%
Q1 2018$1,442,000
-8.4%
51,218
-6.5%
0.16%
-12.5%
Q4 2017$1,574,000
-10.9%
54,774
+78.9%
0.18%
-16.7%
Q3 2017$1,767,000
-3.4%
30,625
-3.4%
0.22%
-6.8%
Q2 2017$1,829,000
-12.2%
31,717
-13.0%
0.24%
-16.8%
Q1 2017$2,083,000
+0.3%
36,4720.0%0.28%
-9.2%
Q4 2016$2,076,00036,4720.31%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Bull Oak Capital, LLC 512,411$12,472,08813.64%
McNamara Financial Services, Inc. 2,057,437$50,078,01212.50%
RESTON WEALTH MANAGEMENT LLC 1,002,791$24,407,92912.32%
Willow Creek Wealth Management Inc. 3,135,494$76,317,93711.36%
KWB Wealth 2,757,296$69,952,61211.22%
Leading Edge Financial Planning LLC 612,567$14,909,8749.55%
Beaumont Capital Management, LLC 535,287$13,028,8869.39%
AIFG Consultants Ltd. 443,530$10,795,5298.95%
Trinity Wealth Management, LLC 586,867$14,284,3348.86%
Great Lakes Retirement, Inc. 1,965,244$47,834,0298.62%
View complete list of SPDR SER TR shareholders