Selective Wealth Management, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 355 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$25,000
-13.8%
1,016
-7.0%
0.01%
+10.0%
Q2 2022$29,000
-17.1%
1,092
-13.0%
0.01%
-23.1%
Q1 2022$35,000
-2.8%
1,255
+2.2%
0.01%
-13.3%
Q4 2021$36,000
+89.5%
1,228
+89.8%
0.02%
+50.0%
Q3 2021$19,0006470.01%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Bull Oak Capital, LLC 512,411$12,472,08813.64%
McNamara Financial Services, Inc. 2,057,437$50,078,01212.50%
RESTON WEALTH MANAGEMENT LLC 1,002,791$24,407,92912.32%
Willow Creek Wealth Management Inc. 3,135,494$76,317,93711.36%
KWB Wealth 2,757,296$69,952,61211.22%
Leading Edge Financial Planning LLC 612,567$14,909,8749.55%
Beaumont Capital Management, LLC 535,287$13,028,8869.39%
AIFG Consultants Ltd. 443,530$10,795,5298.95%
Trinity Wealth Management, LLC 586,867$14,284,3348.86%
Great Lakes Retirement, Inc. 1,965,244$47,834,0298.62%
View complete list of SPDR SER TR shareholders