Willow Creek Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 559 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Willow Creek Wealth Management Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$20,923,338
+5.0%
713,620
+5.4%
3.12%
+10.3%
Q2 2023$19,934,074
+6.2%
677,108
+6.9%
2.82%
-2.4%
Q1 2023$18,762,049
+107585.5%
633,211
+6.8%
2.89%
+0.0%
Q4 2022$17,423
-99.9%
593,007
-6.9%
2.89%
-19.9%
Q3 2022$18,615,000
-2.5%
637,050
-0.8%
3.61%
+2.0%
Q2 2022$19,089,000
-4.2%
642,078
-2.9%
3.54%
-11.6%
Q1 2022$19,929,000
+10.7%
661,429
+13.7%
4.01%
+7.6%
Q4 2021$18,009,000
-0.1%
581,494
+0.8%
3.72%
-6.8%
Q3 2021$18,031,000
+7.8%
576,984
+8.0%
4.00%
+0.1%
Q2 2021$16,726,000
+11.1%
534,377
+11.2%
3.99%
-27.8%
Q1 2021$15,051,000
+7.7%
480,714
+8.0%
5.53%
+5.1%
Q4 2020$13,971,000
+9.6%
444,946
+9.5%
5.26%
+0.0%
Q3 2020$12,752,000
+5.4%
406,498
+5.3%
5.26%
-3.1%
Q2 2020$12,094,000
+8.1%
385,903
+4.4%
5.43%
-3.6%
Q1 2020$11,184,000
-6.7%
369,714
-4.8%
5.63%
+2.9%
Q4 2019$11,982,000
+5.2%
388,533
+5.3%
5.47%
+3.7%
Q3 2019$11,385,000
+14.5%
369,054
+14.2%
5.28%
+10.7%
Q2 2019$9,947,000
+22.3%
323,151
+21.3%
4.76%
+16.2%
Q1 2019$8,135,000
+13.1%
266,298
+11.6%
4.10%
+7.3%
Q4 2018$7,191,000
+1050.6%
238,588
+1051.4%
3.82%
+998.6%
Q3 2018$625,00020,7220.35%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Sunflower Bank, N.A. 1,517,106$47,545,00018.86%
TPG Financial Advisors, LLC 467,340$14,646,00013.13%
Compass Financial Group, Inc. 417,619$13,088,00010.96%
Goodman Financial Corp 610,321$19,127,0009.56%
Cedar Mountain Advisors, LLC 691,430$21,669,0009.39%
Asset Planning Services, Ltd. 686,130$21,503,0009.29%
IRON Financial LLC 572,119$17,930,0009.24%
Occidental Asset Management, LLC 657,653$20,611,0009.12%
MBM Wealth Consultants, LLC 380,032$11,911,0008.40%
Baystate Wealth Management LLC 2,219,395$69,556,0008.14%
View complete list of SPDR SER TR shareholders