Avior Wealth Management, 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
Avior Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$365
-3.9%
150.0%0.00%
Q2 2023$380
-77.0%
15
-76.6%
0.00%
Q1 2023$1,650
-47.0%
64
-48.0%
0.00%
Q4 2022$3,114
+3.8%
1230.0%0.00%
Q3 2022$3,000
-99.7%
123
-99.7%
0.00%
-100.0%
Q2 2022$1,068,000
-5.2%
40,538
+0.0%
0.11%
+11.3%
Q1 2022$1,126,000
-6.2%
40,5370.0%0.10%
-2.0%
Q4 2021$1,200,000
-0.8%
40,5370.0%0.10%
-1.0%
Q3 2021$1,210,000
-0.4%
40,537
+0.1%
0.10%
-18.0%
Q2 2021$1,215,000
+1.2%
40,509
+0.1%
0.12%
-4.7%
Q1 2021$1,200,000
-3.7%
40,4790.0%0.13%
-16.9%
Q4 2020$1,246,000
-0.1%
40,4790.0%0.15%
-13.5%
Q3 2020$1,247,000
-0.2%
40,479
-0.1%
0.18%
-9.2%
Q2 2020$1,250,000
-5.5%
40,512
-7.5%
0.20%
-24.9%
Q1 2020$1,323,000
+460.6%
43,786
+444.9%
0.26%
+586.8%
Q4 2019$236,000
+11700.0%
8,036
+8634.8%
0.04%
Q3 2019$2,0000.0%92
+55.9%
0.00%
Q2 2019$2,000
+100.0%
590.0%0.00%
Q1 2019$1,0000.0%590.0%0.00%
Q4 2018$1,000
-50.0%
590.0%0.00%
Q3 2018$2,000
+100.0%
59
+34.1%
0.00%
Q2 2018$1,0000.0%440.0%0.00%
Q1 2018$1,000440.00%
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