Willow Creek Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 131 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Willow Creek Wealth Management Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,424,885
-14.8%
116,581
-10.3%
0.36%
-10.4%
Q2 2023$2,846,591
-0.8%
129,922
+0.4%
0.40%
-9.0%
Q1 2023$2,869,138
+100465.7%
129,357
-1.6%
0.44%
-6.5%
Q4 2022$2,853
-99.8%
131,488
+55.8%
0.47%
+35.0%
Q3 2022$1,811,000
-34.0%
84,408
-29.8%
0.35%
-31.0%
Q2 2022$2,746,000
+1.4%
120,196
+6.3%
0.51%
-6.4%
Q1 2022$2,709,000
-12.1%
113,084
-6.9%
0.54%
-14.6%
Q4 2021$3,082,000
-37.5%
121,450
-36.6%
0.64%
-41.7%
Q3 2021$4,928,000
+44.1%
191,595
+44.8%
1.09%
+33.7%
Q2 2021$3,421,000
+14.8%
132,294
+15.1%
0.82%
-25.4%
Q1 2021$2,981,000
+48.2%
114,946
+51.0%
1.10%
+44.6%
Q4 2020$2,011,000
+69.3%
76,103
+70.6%
0.76%
+54.5%
Q3 2020$1,188,000
+473.9%
44,612
+477.1%
0.49%
+426.9%
Q2 2020$207,0007,7300.09%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 690,840$14,369,4878.87%
Financial Engines Advisors L.L.C. 158,268,550$3,291,985,8448.65%
Hibernia Wealth Partners, LLC 467,769$9,729,5867.53%
Tri-Star Advisors Inc. 20,809$432,8277.33%
FINANCIAL LIFE ADVISORS 632,687$13,163,6285.66%
Redwood Financial Network Corp 177,378$3,689,4573.91%
Carr Financial Group Corp 392,172$8,161,1083.23%
CGN Advisors LLC 1,116,453$23,222,2233.13%
KWB Wealth 723,527$15,852,4872.54%
Chesapeake Wealth Management 285,828$5,945,2222.48%
View complete list of SPDR SER TR shareholders