Perigon Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 289 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2020$150,000
-61.3%
4,872
-61.3%
0.02%
-72.6%
Q2 2020$388,000
-20.3%
12,587
-21.0%
0.06%
-31.9%
Q1 2020$487,000
-30.4%
15,937
-32.8%
0.09%
-36.4%
Q4 2019$700,000
-6.4%
23,714
-6.6%
0.14%
-18.8%
Q3 2019$748,00025,4010.18%
Other shareholders
SPDR SER TR shareholders Q4 2019
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