Baystate Wealth Management 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
Baystate Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$16,099
-65.5%
661
-64.1%
0.00%
-75.0%
Q2 2023$46,715
+107.5%
1,841
+111.1%
0.00%
+100.0%
Q1 2023$22,508
+43184.6%
872
-57.9%
0.00%
-60.0%
Q4 2022$52
-99.8%
2,070
+140.7%
0.01%
+150.0%
Q3 2022$21,000
-8.7%
860
+0.7%
0.00%0.0%
Q2 2022$23,000
-71.2%
854
-70.4%
0.00%
-71.4%
Q1 2022$80,000
-5.9%
2,885
+0.3%
0.01%
-12.5%
Q4 2021$85,0002,8750.01%
Other shareholders
SPDR SER TR shareholders Q1 2022
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