Capital Asset Advisory Services LLC - SPDR SER TR ownership

SPDR SER TR's ticker is TFI and the CUSIP is 78468R721. A total of 262 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Asset Advisory Services LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2022$1,0000.0%180.0%0.00%
Q1 2022$1,0000.0%180.0%0.00%
Q4 2021$1,0000.0%180.0%0.00%
Q3 2021$1,0000.0%180.0%0.00%
Q2 2021$1,0000.0%180.0%0.00%
Q1 2021$1,0000.0%180.0%0.00%
Q4 2020$1,0000.0%180.0%0.00%
Q3 2020$1,0000.0%180.0%0.00%
Q2 2020$1,0000.0%180.0%0.00%
Q1 2020$1,0000.0%180.0%0.00%
Q4 2019$1,000180.00%
Other shareholders
SPDR SER TR shareholders Q4 2019
NameSharesValueWeighting ↓
Logan Stone Capital, LLC 136,185$7,045,0007.02%
Aquire Wealth Advisors, LLC 176,937$9,153,0004.79%
Revolve Wealth Partners, LLC 253,258$13,101,0003.77%
Newport Capital Group, LLC 91,574$4,740,0003.51%
Wealthfront Advisers LLC 12,395,847$641,237,0002.71%
Financial Council, LLC 41,813$2,163,0002.58%
Alliance Wealth Management Group 155,769$8,058,0002.50%
FSA Wealth Management LLC 75,332$3,897,0002.27%
New Potomac Partners, LLC 60,460$3,128,0002.03%
Towercrest Capital Management 182,845$9,459,0001.73%
View complete list of SPDR SER TR shareholders