Windward Private Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 459 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Windward Private Wealth Management Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$4,548,353
+5.5%
155,128
+6.0%
2.06%
+7.7%
Q2 2023$4,310,281
-19.4%
146,409
-18.9%
1.91%
-16.3%
Q1 2023$5,348,867
+7.9%
180,522
+6.9%
2.28%
+3.9%
Q4 2022$4,959,520
-14.4%
168,806
-14.8%
2.20%
-21.2%
Q3 2022$5,792,000
-3.7%
198,223
-2.0%
2.79%
+0.9%
Q2 2022$6,012,000
-10.7%
202,207
-9.5%
2.76%
-0.6%
Q1 2022$6,731,000
-15.4%
223,386
-13.1%
2.78%
-9.5%
Q4 2021$7,959,000
-0.8%
256,983
+0.1%
3.07%
-5.9%
Q3 2021$8,022,000
-26.8%
256,691
-26.6%
3.26%
-27.4%
Q2 2021$10,952,000
-6.1%
349,912
-6.1%
4.49%
-13.2%
Q1 2021$11,668,000
-19.8%
372,675
-19.6%
5.18%
-23.9%
Q4 2020$14,556,000463,5646.80%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
Compass Financial Group, Inc. 368,292$11,251,00011.13%
Titan Capital Management, LLC /TX 342,777$10,472,00010.71%
Great Point Wealth Advisors, LLC 400,225$12,226,00010.38%
TPG Financial Advisors, LLC 343,224$10,451,00010.10%
Hirtle Callaghan & Co LLC 4,066,167$124,221,00010.07%
Asset Planning Services, Ltd. 653,722$19,971,0009.44%
Baystate Wealth Management LLC 2,037,831$62,175,0008.23%
Occidental Asset Management, LLC 526,614$16,088,0007.74%
NICOLET ADVISORY SERVICES, LLC 1,454,767$44,443,0007.54%
MBM Wealth Consultants, LLC 251,358$7,679,0006.73%
View complete list of SPDR SER TR shareholders