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

SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 392 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.13 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 Q3 2023
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 3,111,621$86,472,00017.38%
RESTON WEALTH MANAGEMENT LLC 1,111,731$30,895,00015.85%
Capitol Family Office, Inc. 541,345$15,044,00012.11%
TOBIAS FINANCIAL ADVISORS, INC. 1,256,928$34,930,00012.05%
Stadion Money Management, LLC 7,197,825$200,028,00011.37%
Boston Standard Wealth Management, LLC 1,281,117$35,602,000,00010.21%
Rinkey Investments 387,302$10,254,00010.13%
WALLER FINANCIAL PLANNING GROUP, INC 1,361,419$37,834,00010.02%
Astoria Strategic Wealth, Inc. 919,165$25,544,00010.02%
Weitzel Financial Services, Inc. 558,032$15,507,709,0009.91%
View complete list of SPDR SER TR shareholders