Capital Advisors, Ltd. LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 225 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$223
-4.7%
5,1000.0%0.03%
-2.9%
Q2 2023$234
+4.5%
5,1000.0%0.04%
-5.4%
Q1 2023$224
+3.2%
5,1000.0%0.04%
-2.6%
Q4 2022$217
-99.9%
5,1000.0%0.04%0.0%
Q3 2022$197,000
-2.5%
5,1000.0%0.04%0.0%
Q2 2022$202,000
-16.2%
5,1000.0%0.04%
-5.0%
Q1 2022$241,000
-5.1%
5,1000.0%0.04%
-2.4%
Q4 2021$254,000
+8.1%
5,1000.0%0.04%
-2.4%
Q3 2021$235,000
-2.5%
5,1000.0%0.04%
-2.3%
Q2 2021$241,000
+3.4%
5,1000.0%0.04%0.0%
Q1 2021$233,000
+13.1%
5,1000.0%0.04%
-4.4%
Q4 2020$206,000
+24.1%
5,1000.0%0.04%
+9.8%
Q3 2020$166,000
+0.6%
5,100
-2.0%
0.04%
-6.8%
Q2 2020$165,000
+108.9%
5,202
+67.8%
0.04%
+76.0%
Q1 2020$79,000
-40.6%
3,100
-15.9%
0.02%
-34.2%
Q3 2018$133,000
+2560.0%
3,687
+5944.3%
0.04%
+1166.7%
Q1 2015$5,000610.00%
Other shareholders
SPDR SER TR shareholders Q2 2020
NameSharesValueWeighting ↓
WALLER FINANCIAL PLANNING GROUP, INC 693,518$33,788,2028.88%
CGN Advisors LLC 365,474$17,805,9012.47%
ST GERMAIN D J CO INC 258,628$12,600,3560.66%
CHEMUNG CANAL TRUST CO 60,994$2,971,6280.61%
Compass Wealth Management LLC 32,660$1,591,1960.44%
Curbstone Financial Management Corp 14,400$701,5680.16%
Pure Financial Advisors, LLC 73,731$3,592,1930.12%
WealthPLAN Partners, LLC 22,036$1,073,5940.11%
Apella Capital, LLC 6,418$304,1410.02%
M&R CAPITAL MANAGEMENT INC 791$38,5460.01%
View complete list of SPDR SER TR shareholders