PEAK FINANCIAL ADVISORS LLC - 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
PEAK FINANCIAL ADVISORS LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$212,050
-47.4%
8,712
-45.1%
0.23%
-27.5%
Q2 2023$402,799
-94.9%
15,877
-94.9%
0.32%
-95.6%
Q4 2022$7,893,335
+54.0%
314,100
+52.9%
7.19%
+14.1%
Q3 2022$5,126,000
+33.8%
205,456
+41.3%
6.30%
+66.2%
Q2 2022$3,830,000
-32.1%
145,358
-28.4%
3.79%
-21.6%
Q1 2022$5,643,000
-3.2%
203,056
+3.1%
4.84%
+7.6%
Q4 2021$5,832,000196,9084.50%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 3,111,621$86,472,00017.38%
RESTON WEALTH MANAGEMENT LLC 1,111,731$30,895,00015.85%
Capitol Family Office, Inc. 541,345$15,044,00012.11%
TOBIAS FINANCIAL ADVISORS, INC. 1,256,928$34,930,00012.05%
Stadion Money Management, LLC 7,197,825$200,028,00011.37%
Boston Standard Wealth Management, LLC 1,281,117$35,602,000,00010.21%
Rinkey Investments 387,302$10,254,00010.13%
WALLER FINANCIAL PLANNING GROUP, INC 1,361,419$37,834,00010.02%
Astoria Strategic Wealth, Inc. 919,165$25,544,00010.02%
Weitzel Financial Services, Inc. 558,032$15,507,709,0009.91%
View complete list of SPDR SER TR shareholders