Capital Asset Advisory Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 379 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

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 2022
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 329,110$11,897,0009.32%
INTEGRAL INVESTMENT ADVISORS, INC. 335,516$12,129,0008.72%
Focused Wealth Management, Inc 1,125,644$40,692,0006.28%
1620 INVESTMENT ADVISORS, INC. 135,593$4,902,0005.49%
Adams Wealth Management 486,689$17,594,0005.17%
Wayfinding Financial, LLC 181,202$6,423,0005.15%
Allianz Investment Management U.S. LLC 1,578,340$57,057,0005.09%
Occidental Asset Management, LLC 577,692$20,884,0004.96%
TRUEFG, LLC 302,054$10,919,0004.82%
Hofer & Associates. Inc 144,574$5,226,0004.73%
View complete list of SPDR SER TR shareholders