Waterloo Capital, L.P. - SPDR SER TR ownership

SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 399 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 4,260.45 and the average weighting 1.0%.

Quarter-by-quarter ownership
Waterloo Capital, L.P. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$435,787
+105.9%
17,904
+114.6%
0.13%
+106.5%
Q2 2023$211,665
-1.6%
8,3430.0%0.06%
-7.5%
Q1 2023$215,169
-96.2%
8,343
-95.6%
0.07%
-98.4%
Q1 2020$5,721,000189,3064.06%
Other shareholders
SPDR SER TR shareholders Q1 2023
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