Capital Asset Advisory Services LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KBE and the CUSIP is 78464A797. A total of 257 filers reported holding SPDR SERIES TRUST in Q2 2022. The put-call ratio across all filers is 2.77 and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2022$2,0000.0%510.0%0.00%
Q2 2022$2,000
-33.3%
510.0%0.00%
Q1 2022$3,000
-66.7%
51
-68.3%
0.00%
-100.0%
Q3 2021$9,000
+12.5%
1610.0%0.00%0.0%
Q2 2021$8,0000.0%1610.0%0.00%0.0%
Q1 2021$8,000
+14.3%
1610.0%0.00%0.0%
Q4 2020$7,000
+40.0%
161
+1.9%
0.00%0.0%
Q3 2020$5,0000.0%1580.0%0.00%0.0%
Q2 2020$5,000
-44.4%
158
-55.9%
0.00%
-50.0%
Q1 2020$9,000
-30.8%
358
+22.2%
0.00%
-33.3%
Q4 2019$13,0002930.00%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2022
NameSharesValueWeighting ↓
JCSD Capital, LLC 108,000$4,511,1609.17%
Evolution Wealth Advisors, LLC 187,228$6,899,3521.54%
Wharton Business Group, LLC 439,481$16,1950.90%
Clarity Financial LLC 145,074$5,345,9590.90%
Itau Unibanco Holding S.A. 405,154$14,929,9250.66%
Wakefield Asset Management LLLP 35,296$1,300,6580.59%
ProVise Management Group, LLC 168,573$6,211,9150.58%
Aspen Grove Capital, LLC 37,590$1,385,1790.51%
Coury Firm Asset Management LLC 8,288$305,4130.49%
Horizon Family Wealth, Inc. 13,176$485,5370.47%
View complete list of SPDR SERIES TRUST shareholders