TOBIAS FINANCIAL ADVISORS, INC. - SPDR SER TR ownership

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%.

Quarter-by-quarter ownership
TOBIAS FINANCIAL ADVISORS, INC. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$18,850,356
+7.9%
774,460
+12.5%
4.95%
+5.1%
Q2 2023$17,472,428
-1.5%
688,704
+0.2%
4.71%
-9.5%
Q1 2023$17,731,942
+5.2%
687,551
+2.5%
5.20%
-6.1%
Q4 2022$16,855,607
+19.7%
670,736
+18.8%
5.54%
+11.5%
Q3 2022$14,085,000
-34.3%
564,521
-30.6%
4.97%
-30.9%
Q2 2022$21,424,000
-38.7%
813,066
-35.3%
7.20%
-40.3%
Q1 2022$34,930,000
-6.9%
1,256,928
-0.0%
12.05%
-14.1%
Q3 2021$37,527,000
+7.6%
1,257,180
+8.2%
14.03%
+1.6%
Q2 2021$34,872,000
-2.0%
1,161,998
-3.2%
13.81%
-8.5%
Q1 2021$35,594,000
-23.0%
1,200,483
-20.0%
15.09%
-28.6%
Q4 2020$46,220,000
+8.1%
1,501,150
+8.1%
21.13%
-9.8%
Q3 2020$42,768,000
+10.8%
1,388,118
+11.0%
23.44%
+3.4%
Q2 2020$38,594,000
-0.2%
1,250,626
-2.3%
22.66%
-18.9%
Q1 2020$38,664,000
+9.8%
1,279,417
+6.8%
27.95%
+24.1%
Q4 2019$35,203,0001,198,21522.53%
Other shareholders
SPDR SER TR shareholders Q1 2022
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