NICOLET ADVISORY SERVICES, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 437 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
NICOLET ADVISORY SERVICES, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$1,168,882
-60.7%
46,384
-61.0%
0.11%
-62.9%
Q1 2024$2,973,947
-5.8%
118,815
-4.5%
0.30%
-11.2%
Q4 2023$3,157,119
-8.8%
124,443
-13.6%
0.34%
-11.5%
Q3 2023$3,463,597
-16.0%
144,076
-12.7%
0.38%
-15.0%
Q2 2023$4,123,080
-10.5%
165,121
-6.9%
0.45%
-14.9%
Q1 2023$4,606,178
-4.4%
177,297
-5.2%
0.53%
-16.6%
Q4 2022$4,817,209
-6.0%
187,003
-9.7%
0.64%
-23.7%
Q3 2022$5,122,000
-19.0%
207,192
-13.7%
0.84%
-11.1%
Q2 2022$6,327,000
-12.2%
240,216
-9.5%
0.94%
-0.1%
Q1 2022$7,203,000
-11.4%
265,304
-3.4%
0.94%
-6.0%
Q4 2021$8,132,000
-4.4%
274,544
-3.6%
1.00%
-7.3%
Q3 2021$8,502,000
-9.1%
284,823
-8.6%
1.08%
-11.6%
Q2 2021$9,352,000
-5.4%
311,639
-6.5%
1.22%
-12.0%
Q1 2021$9,884,000
-13.9%
333,358
-10.6%
1.39%
-13.9%
Q4 2020$11,486,000
-5.7%
373,052
-5.6%
1.61%
-14.9%
Q3 2020$12,176,000
-15.5%
395,183
-15.4%
1.89%
-14.5%
Q2 2020$14,412,000
-46.2%
467,005
-47.4%
2.21%
-53.1%
Q1 2020$26,808,000
-30.8%
887,110
-32.7%
4.72%
-22.4%
Q4 2019$38,738,000
-30.2%
1,318,515
-29.5%
6.09%
-27.7%
Q3 2019$55,467,000
-7.8%
1,871,351
-9.2%
8.41%
-8.4%
Q2 2019$60,136,000
+17.2%
2,061,554
+14.6%
9.18%
+5.4%
Q1 2019$51,329,0001,798,4808.71%
Other shareholders
SPDR SER TR shareholders Q4 2023
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