Moloney Securities Asset Management, LLC - SPDR SER TR ownership

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SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 355 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.

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Quarter-by-quarter ownership
Moloney Securities Asset Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2023$253,549
+0.5%
9,831
-2.1%
0.05%
-16.1%
Q4 2022$252,328
-2.2%
10,041
-2.8%
0.06%
-9.7%
Q3 2022$258,000
-6.9%
10,325
-1.7%
0.06%
-4.6%
Q2 2022$277,000
+6.9%
10,507
+12.9%
0.06%
+30.0%
Q1 2022$259,000
-5.1%
9,310
+1.0%
0.05%
+8.7%
Q4 2021$273,000
-7.1%
9,220
-6.3%
0.05%
-13.2%
Q3 2021$294,000
-4.9%
9,845
-4.5%
0.05%
-5.4%
Q2 2021$309,000
-33.5%
10,313
-34.3%
0.06%
-39.1%
Q1 2021$465,000
-19.7%
15,695
-16.5%
0.09%
-28.1%
Q4 2020$579,000
-29.7%
18,798
-29.7%
0.13%
-41.0%
Q3 2020$824,000
+140.9%
26,750
+141.3%
0.22%
+119.2%
Q2 2020$342,000
-4.5%
11,084
-6.4%
0.10%
-22.7%
Q1 2020$358,000
-65.3%
11,845
-66.3%
0.13%
-59.9%
Q4 2019$1,033,000
+56.8%
35,143
+58.1%
0.32%
+45.0%
Q3 2019$659,000
+48.8%
22,223
+46.3%
0.22%
+48.6%
Q2 2019$443,000–15,186–0.15%–
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Other shareholders
SPDR SER TR shareholders Q3 2021
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