Focused Wealth Management, Inc - 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
Focused Wealth Management, Inc ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$171,590
-3.4%
7,050
+0.7%
0.03%
-6.2%
Q2 2023$177,562
+0.4%
6,999
+2.1%
0.03%
-11.1%
Q1 2023$176,870
-3.9%
6,858
-6.4%
0.04%
-2.7%
Q4 2022$184,124
+0.6%
7,327
+0.1%
0.04%
-2.6%
Q3 2022$183,000
-5.7%
7,317
-0.8%
0.04%
+8.6%
Q2 2022$194,000
-97.5%
7,374
-97.4%
0.04%
-97.2%
Q1 2022$7,867,000
+1.5%
283,077
+8.2%
1.25%
+4.1%
Q4 2021$7,752,000
-0.1%
261,715
+0.7%
1.20%
-5.5%
Q3 2021$7,760,000
+3.8%
259,982
+4.3%
1.27%
+2.6%
Q2 2021$7,478,000
-64.3%
249,190
-64.7%
1.23%
-66.8%
Q1 2021$20,949,000
+19.5%
706,530
+24.1%
3.72%
+9.0%
Q4 2020$17,532,000
+5.7%
569,407
+5.8%
3.41%
-5.3%
Q3 2020$16,584,000
+4.4%
538,258
+4.5%
3.60%
-2.2%
Q2 2020$15,889,000
+4.7%
514,874
+2.5%
3.68%
-15.8%
Q1 2020$15,174,000
+5.4%
502,122
+2.5%
4.37%
+28.6%
Q4 2019$14,399,000
+13.3%
490,096
+14.3%
3.40%
-3.1%
Q3 2019$12,706,000
-50.8%
428,668
-51.6%
3.51%
-49.1%
Q2 2019$25,824,000
+9.8%
885,295
+7.4%
6.90%
-3.2%
Q1 2019$23,527,000
+74.0%
824,348
+69.8%
7.12%
+54.3%
Q4 2018$13,523,000
+9.0%
485,567
+8.4%
4.62%
+9.3%
Q3 2018$12,410,000
-39.6%
447,850
-39.2%
4.22%
-40.7%
Q2 2018$20,551,000
-1.8%
736,872
-0.9%
7.12%
+6.5%
Q1 2018$20,936,000
+33.5%
743,469
+36.2%
6.69%
+33.0%
Q4 2017$15,686,000545,7745.03%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 3,111,621$86,472,00017.38%
RESTON WEALTH MANAGEMENT LLC 1,111,731$30,895,00015.85%
Capitol Family Office, Inc. 541,345$15,044,00012.11%
TOBIAS FINANCIAL ADVISORS, INC. 1,256,928$34,930,00012.05%
Stadion Money Management, LLC 7,197,825$200,028,00011.37%
Boston Standard Wealth Management, LLC 1,281,117$35,602,000,00010.21%
Rinkey Investments 387,302$10,254,00010.13%
WALLER FINANCIAL PLANNING GROUP, INC 1,361,419$37,834,00010.02%
Astoria Strategic Wealth, Inc. 919,165$25,544,00010.02%
Weitzel Financial Services, Inc. 558,032$15,507,709,0009.91%
View complete list of SPDR SER TR shareholders