Traverso Chambers Private Wealth Management, LLC - SPDR SER TR ownership

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SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 400 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

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Quarter-by-quarter ownership
Traverso Chambers Private Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$10,287,000
+3026.7%
412,288
+3206.0%
3.15%
+2765.5%
Q2 2022$329,000
-5.2%
12,4710.0%0.11%
+6.8%
Q1 2022$347,000
-6.0%
12,4710.0%0.10%
-5.5%
Q4 2021$369,000
-0.8%
12,4710.0%0.11%
-6.0%
Q3 2021$372,000
-0.5%
12,4710.0%0.12%
-1.7%
Q2 2021$374,000
+1.1%
12,4710.0%0.12%
-5.6%
Q1 2021$370,000
-6.1%
12,471
-2.6%
0.12%
-12.0%
Q4 2020$394,0000.0%12,7990.0%0.14%
-6.6%
Q3 2020$394,000
-2.0%
12,799
-1.9%
0.15%
-10.1%
Q2 2020$402,000
+2.0%
13,0410.0%0.17%
-9.1%
Q1 2020$394,000
+2.9%
13,0410.0%0.19%
+14.1%
Q4 2019$383,000
-2.8%
13,041
-1.8%
0.16%
-13.3%
Q3 2019$394,000
+1.8%
13,2790.0%0.19%
-0.5%
Q2 2019$387,000
+2.1%
13,2790.0%0.19%
+1.6%
Q1 2019$379,000
+2.4%
13,2790.0%0.19%
-7.0%
Q4 2018$370,000–13,279–0.20%–
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Other shareholders
SPDR SER TR shareholders Q1 2022
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