Capital Advisors, Ltd. LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$222
-0.4%
7,5870.0%0.03%
+3.0%
Q2 2023$223
-0.9%
7,5870.0%0.03%
-10.8%
Q1 2023$225
+0.9%
7,5870.0%0.04%
-5.1%
Q4 2022$223
-99.9%
7,5870.0%0.04%
-9.3%
Q3 2022$222,000
-1.8%
7,5870.0%0.04%
+2.4%
Q2 2022$226,000
-1.3%
7,5870.0%0.04%
+10.5%
Q1 2022$229,000
-14.2%
7,587
-12.0%
0.04%
-11.6%
Q4 2021$267,000
+18.1%
8,623
+19.3%
0.04%
+7.5%
Q3 2021$226,0000.0%7,2250.0%0.04%
-2.4%
Q2 2021$226,000
+343.1%
7,225
+342.4%
0.04%
+355.6%
Q1 2021$51,0000.0%1,6330.0%0.01%
-18.2%
Q4 2020$51,0000.0%1,6330.0%0.01%
-15.4%
Q3 2020$51,0000.0%1,6330.0%0.01%0.0%
Q2 2020$51,000
+4.1%
1,6330.0%0.01%
-13.3%
Q1 2020$49,000
-2.0%
1,6330.0%0.02%
+15.4%
Q4 2019$50,0000.0%1,6330.0%0.01%
-7.1%
Q3 2019$50,0000.0%1,6330.0%0.01%0.0%
Q2 2019$50,0000.0%1,6330.0%0.01%0.0%
Q1 2019$50,000
+2.0%
1,6330.0%0.01%0.0%
Q4 2018$49,0000.0%1,6330.0%0.01%0.0%
Q3 2018$49,0000.0%1,6330.0%0.01%
-6.7%
Q2 2018$49,0000.0%1,6330.0%0.02%
-6.2%
Q1 2018$49,000
-2.0%
1,6330.0%0.02%0.0%
Q4 2017$50,0000.0%1,6330.0%0.02%
-11.1%
Q3 2017$50,0000.0%1,6330.0%0.02%0.0%
Q2 2017$50,0000.0%1,6330.0%0.02%
-5.3%
Q1 2017$50,0000.0%1,6330.0%0.02%
-9.5%
Q4 2016$50,0000.0%1,6330.0%0.02%
-4.5%
Q3 2016$50,0000.0%1,6330.0%0.02%
-4.3%
Q2 2016$50,0001,6330.02%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sunflower Bank, N.A. 1,517,106$47,545,00018.86%
TPG Financial Advisors, LLC 467,340$14,646,00013.13%
Compass Financial Group, Inc. 417,619$13,088,00010.96%
Goodman Financial Corp 610,321$19,127,0009.56%
Cedar Mountain Advisors, LLC 691,430$21,669,0009.39%
Asset Planning Services, Ltd. 686,130$21,503,0009.29%
IRON Financial LLC 572,119$17,930,0009.24%
Occidental Asset Management, LLC 657,653$20,611,0009.12%
MBM Wealth Consultants, LLC 380,032$11,911,0008.40%
Baystate Wealth Management LLC 2,219,395$69,556,0008.14%
View complete list of SPDR SER TR shareholders