Brio Consultants, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 334 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Brio Consultants, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$433,000
-58.1%
17,829
-54.3%
0.09%
-61.3%
Q2 2022$1,033,000
-97.5%
39,032
-97.4%
0.24%
-97.4%
Q1 2022$41,777,000
+57.7%
1,503,310
+68.0%
8.91%
+43.0%
Q4 2021$26,497,000
+6.9%
894,581
+7.7%
6.23%
+3.5%
Q3 2021$24,787,000
+10.4%
830,374
+10.9%
6.02%
+4.8%
Q2 2021$22,461,000
+23.1%
748,458
+21.6%
5.74%
+6.9%
Q1 2021$18,244,000
+8.7%
615,321
+12.9%
5.37%
-0.8%
Q4 2020$16,778,000
+19.8%
544,911
+19.9%
5.42%
+28.1%
Q3 2020$14,004,000
+6.6%
454,513
+6.8%
4.23%
-3.6%
Q2 2020$13,134,000
-20.6%
425,596
-22.2%
4.39%
-33.6%
Q1 2020$16,534,000
+1.1%
547,108
-1.8%
6.60%
+20.0%
Q4 2019$16,361,000
+12.5%
556,870
+13.5%
5.50%
+1.0%
Q3 2019$14,546,000
-3.4%
490,744
-4.9%
5.45%
-9.9%
Q2 2019$15,060,000
+0.5%
516,291
-1.6%
6.05%
-8.9%
Q1 2019$14,980,000
+0.1%
524,870
-2.3%
6.64%
-13.6%
Q4 2018$14,968,000537,4417.69%
Other shareholders
SPDR SER TR shareholders Q4 2020
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