Capital Asset Advisory Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 457 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 0.75 and the average weighting 1.2%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$10,000
+66.7%
193
+69.3%
0.00%0.0%
Q2 2022$6,000
-14.3%
114
+0.9%
0.00%0.0%
Q1 2022$7,000
-96.9%
113
-96.4%
0.00%
-95.8%
Q4 2021$226,000
+24.9%
3,125
+10.7%
0.02%
+20.0%
Q3 2021$181,000
-7.7%
2,824
-9.3%
0.02%
-9.1%
Q2 2021$196,000
+6433.3%
3,115
+5364.9%
0.02%
Q1 2021$3,00057
+850.0%
0.00%
Q4 2020$0
-100.0%
6
-99.8%
0.00%
-100.0%
Q3 2020$138,000
-5.5%
2,754
-8.4%
0.03%
-6.5%
Q2 2020$146,000
-32.7%
3,006
-44.1%
0.03%
-46.6%
Q1 2020$217,000
+50.7%
5,377
+67.7%
0.06%
+70.6%
Q4 2019$144,0003,2070.03%
Other shareholders
SPDR SER TR shareholders Q2 2020
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 107,204$6,974,6625.08%
Michael S. Ryan, Inc. 67,717$4,405,6603.66%
Founders Capital Management 59,913$3,897,9232.83%
GoalVest Advisory LLC 98,108$6,382,9062.81%
Arden Trust Co 285,278$18,560,1962.72%
CGN Advisors LLC 250,372$16,289,2022.26%
WALLER FINANCIAL PLANNING GROUP, INC 71,095$4,625,4411.22%
JUNCTURE WEALTH STRATEGIES, LLC 18,735$1,218,8990.55%
WealthPLAN Partners, LLC 80,434$5,233,0370.54%
WealthPlan Investment Management, LLC 31,009$2,017,4220.32%
View complete list of SPDR SER TR shareholders