Capital Directions Investment Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 266 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$38,803
+7.8%
4720.01%0.0%
Q3 2022$36,000
-5.3%
0
-100.0%
0.01%
+7.7%
Q2 2022$38,000
-13.6%
4720.0%0.01%0.0%
Q1 2022$44,000
-2.2%
4720.0%0.01%
-7.1%
Q3 2021$45,000
-2.2%
4720.0%0.01%0.0%
Q2 2021$46,000
-8.0%
472
-25.1%
0.01%
-17.6%
Q4 2020$50,000
+31.6%
6300.0%0.02%
+21.4%
Q3 2020$38,000
+2.7%
6300.0%0.01%
-6.7%
Q2 2020$37,000
+19.4%
6300.0%0.02%
+15.4%
Q1 2020$31,000
-32.6%
6300.0%0.01%
-13.3%
Q4 2019$46,000
+9.5%
6300.0%0.02%
+7.1%
Q3 2019$42,000
-2.3%
6300.0%0.01%
-6.7%
Q2 2019$43,000
+2.4%
6300.0%0.02%
+7.1%
Q1 2019$42,000
+10.5%
6300.0%0.01%
+7.7%
Q4 2018$38,000
-20.8%
6300.0%0.01%
-13.3%
Q3 2018$48,000
+14.3%
630
+100.0%
0.02%
+15.4%
Q1 2018$42,0000.0%3150.0%0.01%0.0%
Q4 2017$42,000
+2.4%
3150.0%0.01%0.0%
Q3 2017$41,000
+5.1%
3150.0%0.01%0.0%
Q2 2017$39,000
+2.6%
3150.0%0.01%0.0%
Q1 2017$38,0000.0%3150.0%0.01%
-7.1%
Q4 2016$38,000
+8.6%
3150.0%0.01%
+16.7%
Q3 2016$35,000
+6.1%
3150.0%0.01%0.0%
Q2 2016$33,000
+3.1%
3150.0%0.01%0.0%
Q1 2016$32,000
+3.2%
3150.0%0.01%
+9.1%
Q4 2015$31,0000.0%3150.0%0.01%0.0%
Q3 2015$31,0003150.01%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Taylor & Morgan Wealth Management, LLC 115,879$11,520,0009.32%
Wall Capital Group, Inc. 199,633$19,846,0006.91%
RVW Wealth, LLC 331,677$32,972,0003.68%
JD Financial Services Inc. 44,353$4,409,0003.63%
Ferguson Shapiro LLC 53,754$5,344,0002.88%
Laraway Financial Advisors Inc 29,330$2,576,0002.30%
DEFINED WEALTH MANAGEMENT, LLC 27,123$2,696,0002.20%
Montz Harcus Wealth Management LLC 22,452$2,232,0001.96%
OneDigital Investment Advisors LLC 510,584$50,757,0001.80%
IFG Advisors, LLC 38,167$3,794,0001.61%
View complete list of SPDR SER TR shareholders