Capital Asset Advisory Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 489 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$299,441
-18.4%
10,192
-17.4%
0.02%
-40.0%
Q2 2022$367,000
+312.4%
12,338
+317.8%
0.04%
+344.4%
Q1 2022$89,000
-9.2%
2,953
-6.7%
0.01%
-10.0%
Q4 2021$98,000
-5.8%
3,165
-4.8%
0.01%
-16.7%
Q3 2021$104,000
-4.6%
3,326
-4.6%
0.01%0.0%
Q2 2021$109,000
+5.8%
3,485
+5.6%
0.01%
-20.0%
Q1 2021$103,000
-7.2%
3,300
-6.3%
0.02%
-25.0%
Q4 2020$111,000
-0.9%
3,522
-1.3%
0.02%
-13.0%
Q3 2020$112,000
+6.7%
3,569
+6.8%
0.02%0.0%
Q2 2020$105,000
+25.0%
3,341
+22.4%
0.02%
+4.5%
Q1 2020$84,000
-16.0%
2,729
-16.0%
0.02%
-8.3%
Q4 2019$100,0003,2480.02%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 639,835$19,022,00015.30%
Advocacy Wealth Management Services, LLC 2,693,637$80,082,00012.88%
Astor Investment Management LLC 1,324,800$39,386,00010.55%
TPG Financial Advisors, LLC 477,388$14,193,0009.51%
IRON Financial LLC 590,543$17,557,0009.19%
Cedar Mountain Advisors, LLC 860,330$25,578,0008.75%
Marion Wealth Management 554,010$16,471,0008.63%
Sunflower Bank, N.A. 1,430,451$42,527,0008.41%
PECAUT & CO. 493,506$14,672,0008.27%
Rodgers & Associates, LTD 1,395,072$41,475,0007.11%
View complete list of SPDR SER TR shareholders