Windward Private Wealth Management Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 385 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Windward Private Wealth Management Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$286,014
-25.7%
11,155
-27.8%
0.12%
-35.1%
Q3 2022$385,000
+31.0%
15,449
+55.5%
0.18%
+63.7%
Q4 2021$294,000
-1.0%
9,9350.0%0.11%
-6.6%
Q3 2021$297,000
-0.3%
9,9350.0%0.12%
-0.8%
Q2 2021$298,000
+1.0%
9,9350.0%0.12%
-6.9%
Q1 2021$295,0009,9350.13%
Other shareholders
SPDR SER TR shareholders Q3 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