Capital Directions Investment Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 29 filers reported holding SPDR SER TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$28,001
+12.0%
7200.01%0.0%
Q3 2022$25,000
-7.4%
0
-100.0%
0.01%
+11.1%
Q2 2022$27,000
-27.0%
720
-18.7%
0.01%
-18.2%
Q1 2022$37,000
-14.0%
886
-18.8%
0.01%
-15.4%
Q3 2021$43,0000.0%1,091
+0.7%
0.01%0.0%
Q2 2021$43,000
+72.0%
1,083
+50.4%
0.01%
+62.5%
Q4 2020$25,000
+13.6%
7200.0%0.01%0.0%
Q3 2020$22,000
+4.8%
7200.0%0.01%0.0%
Q2 2020$21,000
+10.5%
7200.0%0.01%0.0%
Q1 2020$19,000
-24.0%
7200.0%0.01%0.0%
Q4 2019$25,000
-59.0%
720
-62.3%
0.01%
-60.0%
Q3 2019$61,000
-10.3%
1,908
-11.7%
0.02%
-16.7%
Q2 2019$68,000
+4.6%
2,161
+0.1%
0.02%
+14.3%
Q1 2019$65,000
+10.2%
2,159
+0.1%
0.02%
+5.0%
Q4 2018$59,000
-11.9%
2,157
+0.1%
0.02%0.0%
Q3 2018$67,000
+6.3%
2,155
+0.1%
0.02%0.0%
Q1 2018$63,000
-4.5%
2,152
+0.0%
0.02%
-4.8%
Q4 2017$66,000
+17.9%
2,151
+350.9%
0.02%
+16.7%
Q3 2017$56,000
+3.7%
4770.0%0.02%0.0%
Q2 2017$54,0000.0%4770.0%0.02%
-5.3%
Q1 2017$54,000
+3.8%
4770.0%0.02%0.0%
Q4 2016$52,000
+6.1%
4770.0%0.02%
+11.8%
Q3 2016$49,000
+2.1%
4770.0%0.02%0.0%
Q2 2016$48,000
+2.1%
4770.0%0.02%0.0%
Q1 2016$47,000
+14.6%
477
+11.7%
0.02%
+21.4%
Q4 2015$41,000
+5.1%
4270.0%0.01%0.0%
Q3 2015$39,000
-9.3%
4270.0%0.01%
-6.7%
Q2 2015$43,000
-2.3%
4270.0%0.02%0.0%
Q1 2015$44,000
+2.3%
4270.0%0.02%
+7.1%
Q4 2014$43,0000.0%4270.0%0.01%
-12.5%
Q3 2014$43,000
+2.4%
4270.0%0.02%0.0%
Q2 2014$42,000
+5.0%
4270.0%0.02%0.0%
Q1 2014$40,0000.0%4270.0%0.02%0.0%
Q4 2013$40,000
+11.1%
4270.0%0.02%0.0%
Q3 2013$36,000
+2.9%
4270.0%0.02%0.0%
Q2 2013$35,0004270.02%
Other shareholders
SPDR SER TR shareholders Q4 2013
NameSharesValueWeighting ↓
Ford Financial Group, LLC 873,647$27,921,00017.81%
INSPIRION WEALTH ADVISORS, LLC 896,667$28,657,00012.55%
NICOLET ADVISORY SERVICES, LLC 2,026,994$64,783,0009.83%
Measured Wealth Private Client Group, LLC 446,239$14,262,0009.22%
KAYS FINANCIAL ADVISORY CORP /ADV 1,463,709$46,780,0008.58%
AlphaStar Capital Management, LLC 1,111,737$35,531,0008.47%
Focused Wealth Management, Inc 934,871$29,878,0008.26%
Lutz Financial Services LLC 1,264,644$40,418,0007.75%
Horizon Investments, LLC 5,971,265$190,842,0007.73%
Advisory Alpha, LLC 804,478$25,131,897,0007.44%
View complete list of SPDR SER TR shareholders