HBK Sorce Advisory LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 355 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$318
-99.9%
12,650
+31.8%
0.01%
-52.6%
Q2 2022$253,000
-10.9%
9,601
+0.1%
0.02%
+35.7%
Q4 2021$284,000
-0.7%
9,594
+0.1%
0.01%
-12.5%
Q3 2021$286,000
-0.7%
9,589
+0.0%
0.02%0.0%
Q2 2021$288,000
+27.4%
9,585
+25.6%
0.02%
+23.1%
Q1 2021$226,0007,6300.01%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 3,017,193$90,063,00019.96%
RESTON WEALTH MANAGEMENT LLC 1,116,088$33,315,00017.35%
SENTINEL PENSION ADVISORS INC 1,479,915$44,175,00015.04%
TOBIAS FINANCIAL ADVISORS, INC. 1,257,180$37,527,00014.03%
Astoria Strategic Wealth, Inc. 946,985$28,268,00012.62%
WALLER FINANCIAL PLANNING GROUP, INC 1,448,839$43,248,00011.49%
Trinity Wealth Management, LLC 480,943$14,356,00010.86%
Boston Standard Wealth Management, LLC 1,173,975$35,043,000,00010.47%
Weitzel Financial Services, Inc. 525,873$15,723,602,00010.20%
Financial Strategies Group, Inc. 749,600$22,376,00010.00%
View complete list of SPDR SER TR shareholders