Capital Asset Advisory Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is XHE and the CUSIP is 78464A581. A total of 108 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$4,0000.0%480.0%0.00%
Q2 2022$4,000
-20.0%
480.0%0.00%
-100.0%
Q1 2022$5,000
-16.7%
480.0%0.00%0.0%
Q4 2021$6,000
-50.0%
48
-50.0%
0.00%0.0%
Q3 2021$12,000
+50.0%
96
+52.4%
0.00%0.0%
Q2 2021$8,0000.0%630.0%0.00%0.0%
Q1 2021$8,000
+14.3%
630.0%0.00%0.0%
Q4 2020$7,000
+16.7%
630.0%0.00%0.0%
Q3 2020$6,0000.0%630.0%0.00%0.0%
Q2 2020$6,000
+50.0%
63
+31.2%
0.00%0.0%
Q1 2020$4,0000.0%480.0%0.00%0.0%
Q4 2019$4,000480.00%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
Millington Financial Advisors, LLC 34,002$2,654,5562.38%
Phoenix Holdings Ltd. 993,600$77,570,3521.42%
LGT Financial Advisors LLC 4,727$369,0370.47%
Royal Fund Management, LLC 39,370$3,073,5920.42%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 20,635$1,632,1450.35%
NTV ASSET MANAGEMENT LLC 24,470$1,910,3730.35%
MEANS INVESTMENT CO., INC. 18,438$1,439,4590.24%
Financial Advocates Investment Management 33,270$3,053,0640.22%
Stonebridge Financial Planning Group, LLC 3,501$273,3230.18%
Quantum Private Wealth, LLC 4,416$344,7580.16%
View complete list of SPDR SER TR shareholders