JFS WEALTH ADVISORS, 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
JFS WEALTH ADVISORS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$62,457
-4.1%
2,5660.0%0.01%0.0%
Q2 2023$65,100
-1.6%
2,5660.0%0.01%0.0%
Q1 2023$66,178
+2.6%
2,5660.0%0.01%0.0%
Q4 2022$64,484
+0.8%
2,5660.0%0.01%
-14.3%
Q3 2022$64,000
-5.9%
2,5660.0%0.01%0.0%
Q2 2022$68,000
-4.2%
2,5660.0%0.01%0.0%
Q1 2022$71,000
-6.6%
2,5660.0%0.01%0.0%
Q4 2021$76,000
+5.6%
2,566
+6.3%
0.01%0.0%
Q3 2021$72,000
+7.5%
2,415
+8.2%
0.01%
-30.0%
Q2 2021$67,000
+1.5%
2,233
+0.6%
0.01%
-23.1%
Q1 2021$66,000
+10.0%
2,219
+13.0%
0.01%0.0%
Q4 2020$60,0000.0%1,963
+1.4%
0.01%
-7.1%
Q3 2020$60,000
-1.6%
1,936
-2.6%
0.01%
-12.5%
Q2 2020$61,000
-6.2%
1,988
-6.9%
0.02%
-15.8%
Q1 2020$65,000
+12.1%
2,136
+8.5%
0.02%
+35.7%
Q4 2019$58,000
+70.6%
1,969
+72.3%
0.01%
+55.6%
Q3 2019$34,000
+13.3%
1,143
+10.6%
0.01%
+12.5%
Q2 2019$30,000
+15.4%
1,033
+14.0%
0.01%
+14.3%
Q1 2019$26,000
-93.2%
906
-93.4%
0.01%
-93.1%
Q4 2018$380,000
+2275.0%
13,636
+2309.2%
0.10%
+2450.0%
Q3 2018$16,0005660.00%
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