FormulaFolio Investments, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 334 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
FormulaFolio Investments, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2021$2,033,000
+1.3%
67,757
+0.4%
0.68%
+4.1%
Q1 2021$2,007,000
-40.9%
67,472
-38.9%
0.65%
+818.3%
Q4 2020$3,397,000
-10.6%
110,339
-10.5%
0.07%
-51.4%
Q3 2020$3,798,000
-30.0%
123,257
-29.9%
0.15%
-33.9%
Q2 2020$5,427,000
-12.0%
175,851
-13.8%
0.22%
-33.0%
Q1 2020$6,165,000
-57.9%
204,016
-59.1%
0.33%
-36.8%
Q4 2019$14,638,000
+10.1%
498,237
+11.0%
0.52%
+1.6%
Q3 2019$13,300,000
+50.3%
448,703
+47.9%
0.51%
+38.2%
Q2 2019$8,847,000
+7.7%
303,304
+5.3%
0.37%
+3.3%
Q1 2019$8,217,000
+89.3%
287,925
+83.8%
0.36%
+88.5%
Q4 2018$4,341,0000.0%156,6610.0%0.19%0.0%
Q3 2018$4,341,000
+19.4%
156,661
+20.2%
0.19%
+9.8%
Q2 2018$3,635,000
-82.2%
130,326
-82.0%
0.17%
-85.5%
Q1 2018$20,438,000
+558.4%
725,794
+572.0%
1.20%
+488.2%
Q4 2017$3,104,000108,0100.20%
Other shareholders
SPDR SER TR shareholders Q4 2020
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