Capital Asset Advisory Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 706 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 2.42 and the average weighting 1.4%.

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 Q4 2021
NameSharesValueWeighting ↓
REFRAME WEALTH, LLC 1,212,962$61,460,77323.62%
Capital Directions Investment Advisors, LLC 1,212,962$61,460,77322.94%
Investments & Financial Planning, LLC 374,602$18,981,06818.60%
Foresight Wealth Management, LLC 20,121$1,019,55414.61%
Destiny Capital Corp/CO 305,843$16,497,17613.57%
Echo Wealth Management, LLC 239,094$12,459,19113.27%
NICOLET ADVISORY SERVICES, LLC 1,923,413$99,478,91413.15%
Willis Johnson & Associates, Inc. 1,972,346$99,938,79313.03%
Focused Wealth Management, Inc 1,246,658$63,168,16012.84%
RESTON WEALTH MANAGEMENT LLC 448,136$22,707,06612.54%
View complete list of SPDR SER TR shareholders