WealthShield Partners, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 247 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,390,069
-13.4%
98,195
-9.7%
0.36%
-13.5%
Q2 2023$2,760,006
-3.8%
108,790
-2.2%
0.42%
-10.0%
Q1 2023$2,869,009
+86.2%
111,245
+81.5%
0.46%
+56.6%
Q4 2022$1,540,570
-18.3%
61,304
-18.9%
0.30%
-21.1%
Q3 2022$1,886,000
-9.3%
75,581
-4.2%
0.37%
-9.2%
Q2 2022$2,080,000
-4.8%
78,929
+0.3%
0.41%
+17.7%
Q1 2022$2,186,000
-18.3%
78,655
-12.9%
0.35%
-21.3%
Q4 2021$2,676,000
-26.6%
90,339
-26.1%
0.44%
-54.5%
Q3 2021$3,648,000
+1.2%
122,220
+1.7%
0.98%
+72.9%
Q2 2021$3,606,000
-0.9%
120,156
-2.1%
0.56%
-13.6%
Q1 2021$3,639,000
-6.1%
122,742
-2.4%
0.65%
-8.5%
Q4 2020$3,874,000
+1.8%
125,812
+1.9%
0.72%
-46.4%
Q3 2020$3,805,000
-10.4%
123,505
-10.2%
1.33%
-31.8%
Q2 2020$4,245,000
-1.8%
137,547
-3.8%
1.95%
-26.1%
Q1 2020$4,322,000
+2.6%
143,032
-0.2%
2.64%
+28.8%
Q4 2019$4,211,000
-4.4%
143,336
-3.5%
2.05%
-12.0%
Q3 2019$4,404,000
+108.4%
148,587
+105.1%
2.33%
+90.5%
Q2 2019$2,113,000
-43.8%
72,442
-45.1%
1.22%
-41.8%
Q1 2019$3,763,000
+107.7%
131,858
+102.6%
2.10%
+70.4%
Q4 2018$1,812,000
+1593.5%
65,072
+1581.9%
1.24%
+1924.6%
Q3 2018$107,000
+17.6%
3,869
+18.9%
0.06%
+10.9%
Q2 2018$91,000
+49.2%
3,253
+51.3%
0.06%
+41.0%
Q1 2018$61,000
+1933.3%
2,150
+1722.0%
0.04%
+1850.0%
Q4 2017$3,0001180.00%
Other shareholders
SPDR SER TR shareholders Q3 2019
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 2,951,640$87,428,00018.08%
RESTON WEALTH MANAGEMENT LLC 1,107,100$32,792,00015.91%
SENTINEL PENSION ADVISORS INC 1,419,545$42,047,00013.24%
WALLER FINANCIAL PLANNING GROUP, INC 1,448,937$42,918,00010.75%
Astoria Strategic Wealth, Inc. 935,326$27,704,00010.57%
Boston Standard Wealth Management, LLC 1,235,730$36,602,000,00010.21%
Rinkey Investments 374,925$10,962,00010.07%
Trinity Wealth Management, LLC 489,816$14,508,0009.98%
Weitzel Financial Services, Inc. 548,475$16,245,829,0009.81%
Financial Strategies Group, Inc. 800,118$23,700,0009.66%
View complete list of SPDR SER TR shareholders