Capital Advisory Group Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is FLRN and the CUSIP is 78468R200. A total of 271 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Capital Advisory Group Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$5,067,018
+105793.8%
164,942
+5.8%
2.88%
-16.0%
Q2 2023$4,785
-99.9%
155,917
+21.5%
3.42%
+45.7%
Q1 2023$3,904,139
+3074.1%
128,299
+3084.4%
2.35%
+3116.4%
Q2 2022$123,000
-9.6%
4,029
-9.7%
0.07%
+15.9%
Q1 2022$136,000
-93.8%
4,461
-93.8%
0.06%
-92.1%
Q3 2021$2,189,000
-28.1%
71,410
-28.1%
0.79%
-28.1%
Q2 2021$3,045,000
-0.4%
99,354
-0.4%
1.10%
-7.0%
Q1 2021$3,056,000
+0.9%
99,748
+0.7%
1.19%
-6.5%
Q4 2020$3,030,000
-21.9%
99,045
-21.9%
1.27%
-36.8%
Q3 2020$3,879,000
+2.2%
126,840
+1.9%
2.01%
-5.2%
Q2 2020$3,794,000
+271.6%
124,486
+258.1%
2.12%
+67.6%
Q1 2020$1,021,000
-78.2%
34,762
-77.1%
1.26%
-48.7%
Q4 2019$4,675,000
-38.9%
151,977
-38.8%
2.47%
-51.5%
Q3 2019$7,648,000
+332.8%
248,287
+333.5%
5.09%
+331.6%
Q2 2019$1,767,000
+164.1%
57,274
+163.1%
1.18%
+146.1%
Q1 2019$669,000
+4.0%
21,766
+3.3%
0.48%
-4.2%
Q4 2018$643,000
+1297.8%
21,066
+1304.4%
0.50%
+1512.9%
Q3 2018$46,0001,5000.03%
Other shareholders
SPDR SER TR shareholders Q1 2021
NameSharesValueWeighting ↓
VALLEY NATIONAL BANCORP 121,144$3,713,0004.36%
New England Private Wealth Advisors LLC 106,243$3,257,0001.34%
BANK OF THE WEST 179,748$5,511,0000.86%
AVITY INVESTMENT MANAGEMENT INC. 98,695$3,026,0000.52%
Strategic Capital Group LLC 31,684$971,0000.30%
RAYMOND JAMES & ASSOCIATES 1,448,312$44,406,0000.27%
Coastline Trust Co 33,450$1,026,0000.27%
AGF INVESTMENTS INC. 601,200$18,441,0000.18%
COURIER CAPITAL LLC 28,900$886,0000.18%
Freedom Investment Management, Inc. 19,438$596,0000.10%
View complete list of SPDR SER TR shareholders