Boston Standard Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 9 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Boston Standard Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$421,0000.0%17,2990.0%0.11%0.0%
Q3 2023$421,000
+0.2%
17,299
+4.6%
0.11%
+3.7%
Q2 2023$420,000
-0.7%
16,544
+1.0%
0.11%
-11.6%
Q1 2023$423,000
+3.2%
16,388
+0.4%
0.12%
-0.8%
Q4 2022$410,000
-99.8%
16,322
+112.1%
0.12%
+84.8%
Q2 2022$204,000,000
-99.4%
7,697
-99.4%
0.07%
-99.4%
Q1 2022$35,602,000,000
-2.7%
1,281,117
+3.7%
10.21%
-0.0%
Q4 2021$36,602,000,000
+4.4%
1,235,730
+5.3%
10.21%
-2.5%
Q3 2021$35,043,000,000
+2.8%
1,173,975
+3.3%
10.47%
+1.5%
Q2 2021$34,104,000,000
+7.8%
1,136,429
+6.5%
10.32%
+0.2%
Q1 2021$31,636,000,000
+13.5%
1,067,338
+17.9%
10.29%
-0.8%
Q4 2020$27,885,000,000
+3.5%
905,637
+3.6%
10.38%
-8.6%
Q3 2020$26,941,000,000
+5.2%
874,419
+5.4%
11.35%
-1.8%
Q2 2020$25,603,000,000
+1.0%
829,659
-1.1%
11.57%
-16.1%
Q1 2020$25,362,000,000
-1.6%
838,683
-4.4%
13.78%
+19.7%
Q4 2019$25,782,000,000
+1.8%
877,551
+2.7%
11.51%
-5.7%
Q3 2019$25,315,000,000
+5.2%
854,083
+3.5%
12.21%
+3.7%
Q2 2019$24,053,000,000
+9.8%
825,146
+6.8%
11.76%
+3.2%
Q1 2019$21,916,000,000
+2.8%
772,781
+1.0%
11.40%
-10.1%
Q4 2018$21,315,000,000
-7.8%
765,366
-8.5%
12.68%
+0.9%
Q3 2018$23,108,000,000
+22.8%
836,653
+25.3%
12.57%
+6.8%
Q1 2018$18,810,000,000
+8.9%
667,962
+11.1%
11.77%
+7.1%
Q4 2017$17,273,000,000600,99810.98%
Other shareholders
SPDR SER TR shareholders Q4 2023
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