Capital Asset Advisory Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 100 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$567,000
-2.9%
20,421
+10.1%
0.06%
-3.2%
Q4 2021$584,000
-1.8%
18,552
-2.2%
0.06%
-6.1%
Q3 2021$595,000
+31.3%
18,963
+33.1%
0.07%
+32.0%
Q2 2021$453,000
-1.3%
14,246
-6.4%
0.05%
-26.5%
Q1 2021$459,000
+45.3%
15,213
+59.5%
0.07%
+21.4%
Q4 2020$316,000
+22.5%
9,539
+17.6%
0.06%
+3.7%
Q3 2020$258,000
-12.5%
8,109
-9.3%
0.05%
-14.3%
Q2 2020$295,000
+2.1%
8,942
-8.9%
0.06%
-18.2%
Q1 2020$289,0009,8120.08%
Other shareholders
SPDR SER TR shareholders Q2 2020
NameSharesValueWeighting ↓
KEMPER Corp 1,693,634$50,995,0008.28%
PETERSON WEALTH MANAGEMENT 188,096$5,707,0005.19%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 57,150$1,720,0004.26%
Providence First Trust Co 242,235$7,294,0004.25%
Lee Financial Group Hawaii, Inc. 153,731$4,629,0003.65%
NYL Investors LLC 210,250$6,331,0002.81%
NewSquare Capital LLC 330,015$9,937,0001.64%
Stadion Money Management, LLC 1,377,497$41,476,0001.48%
VIVID FINANCIAL MANAGEMENT, INC. 23,980$748,0000.80%
TRUEFG, LLC 33,434$1,007,0000.76%
View complete list of SPDR SER TR shareholders