Capital Advisors, Ltd. LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 426 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.4%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$11
-8.3%
2750.0%0.00%0.0%
Q2 2023$12
+9.1%
2750.0%0.00%0.0%
Q1 2023$110.0%2750.0%0.00%0.0%
Q4 2022$11
-99.9%
2750.0%0.00%0.0%
Q3 2022$9,000
-10.0%
2750.0%0.00%0.0%
Q2 2022$10,000
-9.1%
2750.0%0.00%0.0%
Q1 2022$11,000
-8.3%
2750.0%0.00%0.0%
Q4 2021$12,000
+9.1%
2750.0%0.00%0.0%
Q3 2021$11,0000.0%2750.0%0.00%0.0%
Q2 2021$11,000
+10.0%
2750.0%0.00%0.0%
Q1 2021$10,000
+11.1%
2750.0%0.00%0.0%
Q4 2020$9,000
+12.5%
2750.0%0.00%0.0%
Q3 2020$8,000
-71.4%
275
-71.6%
0.00%
-71.4%
Q2 2020$28,000
+12.0%
9700.0%0.01%
-12.5%
Q1 2020$25,000
-26.5%
9700.0%0.01%
-11.1%
Q4 2019$34,0009700.01%
Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
Choice Wealth Advisors, LLC 574,500$23,703,88916.74%
NICOLET ADVISORY SERVICES, LLC 3,399,773$138,438,74515.33%
ERTS Wealth Advisors, LLC 1,521,729$62,786,54515.12%
Willis Johnson & Associates, Inc. 3,521,640$145,302,88414.90%
Whitcomb & Hess, Inc. 937,282$38,672,26314.45%
NICOLET BANKSHARES INC 1,121,016$46,253,12014.19%
Michael S. Ryan, Inc. 359,784$14,585,66213.92%
Compton Financial Group, LLC 868,062$35,816,25313.61%
Measured Wealth Private Client Group, LLC 746,697$30,808,72312.39%
KWB Wealth 1,751,490$75,664,36212.14%
View complete list of SPDR SER TR shareholders