Wealthquest Corp - SPDR SER TR ownership

SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 400 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Wealthquest Corp ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$1,504,000
-68.4%
60,290
-66.6%
0.21%
-70.8%
Q2 2022$4,759,000
+43.1%
180,623
+60.9%
0.72%
+40.8%
Q1 2022$3,325,0000.0%112,2790.0%0.51%0.0%
Q4 2021$3,325,000
+31.1%
112,279
+32.1%
0.51%
+19.2%
Q3 2021$2,536,000
-88.4%
84,986
-88.3%
0.43%
-88.5%
Q2 2021$21,769,000
+17.3%
725,408
+15.9%
3.72%
+7.3%
Q1 2021$18,565,000
+8.1%
626,161
+12.3%
3.47%
-5.6%
Q4 2020$17,168,000
+3.0%
557,593
+3.1%
3.67%
-11.0%
Q3 2020$16,667,000
+18.4%
540,989
+18.6%
4.13%
+15.3%
Q2 2020$14,073,000
+34.3%
456,038
+27.9%
3.58%
+19.3%
Q4 2019$10,475,000
+21.1%
356,566
+22.2%
3.00%
+3.8%
Q3 2019$8,647,000
+46.4%
291,753
+44.1%
2.89%
+29.5%
Q2 2019$5,907,000
+15.9%
202,524
+13.4%
2.23%
+15.9%
Q1 2019$5,097,000
+1.3%
178,603
-1.2%
1.93%
-6.6%
Q4 2018$5,033,000180,7292.06%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Bull Oak Capital, LLC 512,411$12,472,08813.64%
McNamara Financial Services, Inc. 2,057,437$50,078,01212.50%
RESTON WEALTH MANAGEMENT LLC 1,002,791$24,407,92912.32%
Willow Creek Wealth Management Inc. 3,135,494$76,317,93711.36%
KWB Wealth 2,757,296$69,952,61211.22%
Leading Edge Financial Planning LLC 612,567$14,909,8749.55%
Beaumont Capital Management, LLC 535,287$13,028,8869.39%
AIFG Consultants Ltd. 443,530$10,795,5298.95%
Trinity Wealth Management, LLC 586,867$14,284,3348.86%
Great Lakes Retirement, Inc. 1,965,244$47,834,0298.62%
View complete list of SPDR SER TR shareholders