Capital Asset Advisory Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 95 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 2022
NameSharesValueWeighting ↓
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 358,581$7,616,2637.89%
Wayfinding Financial, LLC 207,339$4,3443.28%
Twelve Points Wealth Management LLC 307,864$6,539,0313.26%
Hedeker Wealth, LLC 309,151$6,566,3712.28%
Collaborative Wealth Managment Inc. 155,192$3,296,2761.97%
NYL Investors LLC 1,876,350$39,853,6741.63%
ROCKLAND TRUST CO 1,240,473$26,347,6471.59%
Legacy Financial Group LLC 269,162$5,717,004,0001.34%
VAN STRUM & TOWNE INC. 80,340$1,706,4220.72%
Elevated Capital Advisors, LLC 91,394$1,941,2110.66%
View complete list of SPDR SER TR shareholders