Capital Asset Advisory Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 304 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$48,000
-22.6%
1,392
-19.0%
0.01%
-28.6%
Q4 2021$62,000
-29.5%
1,718
-29.0%
0.01%
-30.0%
Q3 2021$88,000
-77.7%
2,420
-77.5%
0.01%
-76.7%
Q2 2021$394,000
+1.3%
10,739
+0.1%
0.04%
-25.9%
Q1 2021$389,000
-25.0%
10,726
-23.1%
0.06%
-37.0%
Q4 2020$519,000
+0.4%
13,957
-0.8%
0.09%
-14.8%
Q3 2020$517,000
-1.9%
14,064
-1.5%
0.11%
-4.4%
Q2 2020$527,000
+13.8%
14,275
+8.7%
0.11%
-8.1%
Q1 2020$463,00013,1290.12%
Other shareholders
SPDR SER TR shareholders Q1 2020
NameSharesValueWeighting ↓
GoalVest Advisory LLC 221,088$7,258,3193.19%
CGN Advisors LLC 369,673$12,136,3701.68%
ST GERMAIN D J CO INC 641,073$21,046,4271.10%
Systelligence, LLC 113,349$3,721,2481.02%
APPLETON PARTNERS INC/MA 230,020$7,5520.61%
JUNCTURE WEALTH STRATEGIES, LLC 16,865$553,6780.25%
Curbstone Financial Management Corp 12,720$417,5980.10%
Bartlett & Co. LLC 167,089$5,4910.09%
Anchor Investment Management, LLC 1,121$36,8020.00%
View complete list of SPDR SER TR shareholders