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 Q2 2020. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.

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 Q2 2020
NameSharesValueWeighting ↓
RITHOLTZ WEALTH MANAGEMENT 571,216$28,955,0004.70%
Private Wealth Group, LLC 82,922$4,203,0003.76%
Alliance Wealth Management Group 146,920$7,447,0003.58%
Financial Engines Advisors L.L.C. 11,280,775$578,736,0003.11%
Wealthfront Advisers LLC 5,599,692$283,848,0002.38%
BSW Wealth Partners 121,855$6,177,0002.38%
Towercrest Capital Management 146,920$7,447,0002.06%
NICOLET ADVISORY SERVICES, LLC 264,774$13,421,0002.04%
NewSquare Capital LLC 219,365$11,120,0002.02%
CX Institutional 218,500$11,076,0001.79%
View complete list of SPDR SER TR shareholders