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

SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 393 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

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$370,00013,2790.20%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 3,017,193$90,063,00019.96%
RESTON WEALTH MANAGEMENT LLC 1,116,088$33,315,00017.35%
SENTINEL PENSION ADVISORS INC 1,479,915$44,175,00015.04%
TOBIAS FINANCIAL ADVISORS, INC. 1,257,180$37,527,00014.03%
Astoria Strategic Wealth, Inc. 946,985$28,268,00012.62%
WALLER FINANCIAL PLANNING GROUP, INC 1,448,839$43,248,00011.49%
Trinity Wealth Management, LLC 480,943$14,356,00010.86%
Boston Standard Wealth Management, LLC 1,173,975$35,043,000,00010.47%
Weitzel Financial Services, Inc. 525,873$15,723,602,00010.20%
Financial Strategies Group, Inc. 749,600$22,376,00010.00%
View complete list of SPDR SER TR shareholders