NewSquare Capital LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 437 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2024$0
-100.0%
0
-100.0%
0.00%
Q4 2023$744
+5.4%
290.0%0.00%
Q3 2023$706290.00%
Q2 2022$000.00%
Q1 2022$000.00%
Q4 2021$000.00%
Q3 2021$000.00%
Q2 2021$000.00%
Q1 2021$000.00%
Q4 2020$000.00%
Q3 2020$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q2 2020$17,302,000
-28.1%
560,649
-29.6%
2.95%
-33.7%
Q1 2020$24,074,000796,6394.46%
Other shareholders
SPDR SER TR shareholders Q4 2023
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 2,951,640$87,428,00018.08%
RESTON WEALTH MANAGEMENT LLC 1,107,100$32,792,00015.91%
SENTINEL PENSION ADVISORS INC. 1,419,545$42,047,00013.24%
WALLER FINANCIAL PLANNING GROUP, INC 1,448,937$42,918,00010.75%
Astoria Strategic Wealth, Inc. 935,326$27,704,00010.57%
Boston Standard Wealth Management, LLC 1,235,730$36,602,000,00010.21%
Rinkey Investments 374,925$10,962,00010.07%
Trinity Wealth Management, LLC 489,816$14,508,0009.98%
Weitzel Financial Services, Inc. 548,475$16,245,829,0009.81%
Financial Strategies Group, Inc. 800,118$23,700,0009.66%
View complete list of SPDR SER TR shareholders