Advocacy Wealth Management Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 381 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Advocacy Wealth Management Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$371,039
-4.1%
15,2440.0%0.04%
-6.8%
Q2 2023$386,740
-1.6%
15,2440.0%0.04%
-8.3%
Q1 2023$393,143
+14.9%
15,244
+12.0%
0.05%
+6.7%
Q4 2022$342,145
+2.7%
13,615
+2.5%
0.04%
-8.2%
Q3 2022$333,000
-71.8%
13,285
-70.4%
0.05%
-74.2%
Q2 2022$1,181,000
+860.2%
44,815
+912.3%
0.19%
+804.8%
Q1 2022$123,000
-6.1%
4,4270.0%0.02%
-4.5%
Q4 2021$131,000
-0.8%
4,4270.0%0.02%
-8.3%
Q3 2021$132,000
-0.8%
4,4270.0%0.02%
-4.0%
Q2 2021$133,000
+56.5%
4,427
+54.3%
0.02%
+47.1%
Q1 2021$85,000
-3.4%
2,8700.0%0.02%
+30.8%
Q4 2020$88,0000.0%2,8700.0%0.01%
-7.1%
Q3 2020$88,000
-1.1%
2,8700.0%0.01%
-22.2%
Q2 2020$89,000
-8.2%
2,870
-10.5%
0.02%
-14.3%
Q1 2020$97,000
-66.3%
3,206
-36.8%
0.02%
-98.2%
Q2 2013$288,0005,0701.15%
Other shareholders
SPDR SER TR shareholders Q3 2022
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