Capital Asset Advisory Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 498 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.9%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$36,388,269
+97.8%
397,425
+97.9%
2.49%
+94.1%
Q2 2023$18,397,042
+80.9%
200,797
+81.3%
1.28%
+69.8%
Q1 2023$10,167,412
+2421.7%
110,732
+2412.1%
0.76%
+2262.5%
Q4 2022$403,200
+6.7%
4,408
+6.6%
0.03%
-23.8%
Q2 2022$378,000
+6.8%
4,136
+6.9%
0.04%
+10.5%
Q1 2022$354,000
+4.7%
3,870
+4.7%
0.04%
+5.6%
Q4 2021$338,000
+45.7%
3,698
+45.9%
0.04%
+38.5%
Q3 2021$232,000
+452.4%
2,535
+455.9%
0.03%
+420.0%
Q2 2021$42,000
-20.8%
456
-21.9%
0.01%
-37.5%
Q1 2021$53,000
-52.7%
584
-52.3%
0.01%
-60.0%
Q4 2020$112,000
+0.9%
1,225
+1.2%
0.02%
-13.0%
Q3 2020$111,0000.0%1,2100.0%0.02%
-4.2%
Q2 2020$111,000
+56.3%
1,210
+55.5%
0.02%
+26.3%
Q1 2020$71,000
-91.6%
778
-91.6%
0.02%
-90.4%
Q4 2019$843,0009,2190.20%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
St. Louis Financial Planners Asset Management, LLC 913,362$83,545,26866.87%
Second Half Financial Partners, LLC 1,100,976$101,091,62950.35%
Constant Guidance Financial LLC 383,711$35,088,46846.33%
Fortis Group Advisors, LLC 959,274$88,080,57727.00%
Lake Hills Wealth Management, LLC 283,066$25,991,12026.30%
Impact Partnership Wealth, LLC 900,539$82,687,46225.73%
Cypress Capital, LLC 826,581$75,896,67723.29%
SYKON CAPITAL LLC 563,865$51,774,08422.17%
Spartan Planning & Wealth Management 196,662$18,057,50521.16%
UDINE WEALTH MANAGEMENT, INC. 226,895$20,833,49920.15%
View complete list of SPDR SER TR shareholders