Capital Asset Advisory Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 323 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2020$29,000
-12.1%
584
-4.1%
0.01%
-14.3%
Q2 2020$33,000
+22.2%
609
-6.2%
0.01%0.0%
Q1 2020$27,000
+42.1%
649
+110.7%
0.01%
+75.0%
Q4 2019$19,0003080.00%
Other shareholders
SPDR SER TR shareholders Q4 2019
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 156,949$13,075,40610.85%
WALLER FINANCIAL PLANNING GROUP, INC 51,184$4,264,1391.12%
Marotta Asset Management 39,692$3,306,7410.71%
Fragasso Group Inc. 56,460$4,703,6730.43%
Pacifica Partners Inc. 3,411$260,0380.13%
CGN Advisors LLC 6,359$529,7780.07%
WealthPLAN Partners, LLC 3,068$255,5950.03%
MASSMUTUAL TRUST CO FSB/ADV 1,869$155,7060.01%
Founders Capital Management 21$1,7160.00%
M&R CAPITAL MANAGEMENT INC 35$2,9330.00%
View complete list of SPDR SER TR shareholders