Sterling Financial Planning, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 355 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Sterling Financial Planning, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$321,000
-11.1%
12,169
-6.4%
0.23%
-0.4%
Q1 2022$361,000
-15.3%
13,001
-9.7%
0.23%
-14.7%
Q4 2021$426,000
+43.4%
14,393
+44.7%
0.27%
+40.7%
Q3 2021$297,000
+1314.3%
9,950
+1321.4%
0.19%
+1250.0%
Q2 2021$21,0007000.01%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
Bull Oak Capital, LLC 512,411$12,472,08813.64%
McNamara Financial Services, Inc. 2,057,437$50,078,01212.50%
RESTON WEALTH MANAGEMENT LLC 1,002,791$24,407,92912.32%
Willow Creek Wealth Management Inc. 3,135,494$76,317,93711.36%
KWB Wealth 2,757,296$69,952,61211.22%
Leading Edge Financial Planning LLC 612,567$14,909,8749.55%
Beaumont Capital Management, LLC 535,287$13,028,8869.39%
AIFG Consultants Ltd. 443,530$10,795,5298.95%
Trinity Wealth Management, LLC 586,867$14,284,3348.86%
Great Lakes Retirement, Inc. 1,965,244$47,834,0298.62%
View complete list of SPDR SER TR shareholders