Capital Investment Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 81 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Investment Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$316,184
+18.8%
3,197
+24.1%
0.03%
+19.2%
Q2 2023$266,185
-9.9%
2,577
-8.3%
0.03%
-25.7%
Q1 2023$295,517
+7.6%
2,811
+10.2%
0.04%
+6.1%
Q4 2022$274,615
+8.1%
2,551
-0.7%
0.03%0.0%
Q3 2022$254,000
-9.9%
2,569
-4.9%
0.03%
-2.9%
Q2 2022$282,000
+4.4%
2,702
+14.3%
0.03%
+17.2%
Q1 2022$270,000
-9.1%
2,364
-4.8%
0.03%
-17.1%
Q4 2021$297,000
+6.5%
2,4830.0%0.04%0.0%
Q3 2021$279,000
-0.4%
2,4830.0%0.04%0.0%
Q2 2021$280,000
+18.1%
2,483
+16.8%
0.04%
+6.1%
Q1 2021$237,000
+6.8%
2,125
-8.3%
0.03%0.0%
Q4 2020$222,000
+20.7%
2,317
-4.4%
0.03%
-5.7%
Q3 2020$184,000
-4.2%
2,423
-3.6%
0.04%
-10.3%
Q2 2020$192,000
+668.0%
2,514
+556.4%
0.04%
+550.0%
Q1 2020$25,000
-86.4%
383
-79.2%
0.01%
-87.8%
Q4 2019$184,0000.0%1,837
-5.3%
0.05%
-3.9%
Q3 2019$184,000
+2.2%
1,9390.0%0.05%
-7.3%
Q2 2019$180,000
+1.7%
1,9390.0%0.06%
-16.7%
Q1 2019$177,000
+19.6%
1,939
+8.4%
0.07%
+4.8%
Q4 2018$148,0001,7880.06%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
APPLETON PARTNERS INC/MA 47,647$4,362,0000.80%
IMS Capital Management 5,804$531,0000.53%
First Capital Advisors Group, LLC. 5,676$520,0000.39%
REILLY FINANCIAL ADVISORS, LLC 12,937$1,184,0000.19%
Sigma Planning Corp 20,484$1,875,0000.18%
Capital Analysts, LLC 10,686$978,364,0000.15%
Vantage Investment Advisors, LLC 4,969$455,0000.15%
VALLEY NATIONAL ADVISERS INC 3,278$300,0000.11%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 108,087$9,895,0000.09%
First Heartland Consultants, Inc. 3,561$326,0000.09%
View complete list of SPDR SER TR shareholders