Rockefeller Capital Management L.P. - SPDR SER TR ownership

SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 418 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.00 and the average weighting 1.0%.

Quarter-by-quarter ownership
Rockefeller Capital Management L.P. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$17,178,214
-46.4%
684,663
-46.0%
0.05%
-47.3%
Q1 2024$32,025,036
+137.2%
1,266,813
+140.6%
0.09%
+106.7%
Q4 2023$13,498,987
+342.6%
526,481
+320.2%
0.04%
+275.0%
Q3 2023$3,049,762
-8.7%
125,298
-4.8%
0.01%
-7.7%
Q2 2023$3,340,463
+134163.0%
131,669
+36.5%
0.01%
+18.2%
Q1 2023$2,488
-16.7%
96,478
-18.8%
0.01%
-26.7%
Q4 2022$2,987
-99.9%
118,877
+13.0%
0.02%
+7.1%
Q3 2022$2,625,000
+1.8%
105,222
+7.5%
0.01%0.0%
Q2 2022$2,579,000
-6.4%
97,879
-1.3%
0.01%
+7.7%
Q1 2022$2,756,000
+42.1%
99,178
+51.4%
0.01%
+44.4%
Q4 2021$1,940,000
+13757.1%
65,498
+12999.6%
0.01%
Q3 2021$14,0000.0%500
+0.4%
0.00%
Q2 2021$14,000
+75.0%
498
+76.0%
0.00%
Q1 2021$8,0000.0%283
+0.4%
0.00%
Q4 2020$8,0000.0%282
+0.7%
0.00%
Q3 2020$8,0002800.00%
Other shareholders
SPDR SER TR shareholders Q4 2022
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