Capital Asset Advisory Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 694 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.97 and the average weighting 1.3%.

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 Q1 2022
NameSharesValueWeighting ↓
Investments & Financial Planning, LLC 387,373$22,963,46120.47%
RESTON WEALTH MANAGEMENT LLC 676,946$40,129,37720.26%
Leicht Financial Planning & Wealth Management, Inc. 494,463$29,311,78218.09%
Cordatus Wealth Management LLC 332,341$19,70118.00%
Boyd Wealth Management, LLC 445,284$26,396,43617.74%
DESTINY CAPITAL SECURITIES CORPORATION 329,340$19,523,27315.84%
Focused Wealth Management, Inc 1,396,507$82,784,93614.62%
ERTS Wealth Advisors, LLC 989,431$58,653,47414.12%
Compton Financial Group, LLC 613,318$36,357,44113.81%
Willis Johnson & Associates, Inc. 2,270,571$134,599,44813.80%
View complete list of SPDR SER TR shareholders