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

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 414 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.5%.

Quarter-by-quarter ownership
Capital Advisory Group Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,424,515
+98362.2%
97,648
+4.1%
1.94%
-21.8%
Q2 2023$3,478
-99.9%
93,810
+15.8%
2.49%
+34.4%
Q1 2023$3,078,836
+1.1%
81,022
+5.3%
1.85%
-10.5%
Q4 2022$3,046,156
+40.8%
76,962
+26.1%
2.07%
+37.7%
Q3 2022$2,164,000
-9.0%
61,023
+9.2%
1.50%
+5.9%
Q2 2022$2,378,000
-1.2%
55,857
+1.9%
1.42%
+27.0%
Q1 2022$2,408,000
+67.7%
54,795
+60.5%
1.12%
+79.0%
Q4 2021$1,436,000
+5.5%
34,145
-1.9%
0.62%
+26.3%
Q3 2021$1,361,000
+222.5%
34,794
+230.8%
0.49%
+222.9%
Q2 2021$422,000
+955.0%
10,517
+921.1%
0.15%
+856.2%
Q1 2021$40,000
-9.1%
1,030
-23.4%
0.02%
-11.1%
Q4 2020$44,000
+18.9%
1,3450.0%0.02%
-5.3%
Q3 2020$37,000
-11.9%
1,345
-10.0%
0.02%
-17.4%
Q2 2020$42,000
+31.2%
1,4950.0%0.02%
-42.5%
Q1 2020$32,000
-85.2%
1,495
-72.5%
0.04%
-64.9%
Q4 2019$216,000
+14.9%
5,445
+10.1%
0.11%
-8.8%
Q3 2019$188,000
+0.5%
4,945
+1.0%
0.12%0.0%
Q2 2019$187,000
+1.1%
4,8950.0%0.12%
-6.0%
Q1 2019$185,000
+10.1%
4,895
-1.5%
0.13%
+1.5%
Q4 2018$168,000
-10.2%
4,9700.0%0.13%
+4.8%
Q3 2018$187,000
+34.5%
4,970
+33.6%
0.12%
+23.8%
Q2 2018$139,000
+9.4%
3,720
+6.1%
0.10%
+8.6%
Q1 2018$127,0003,5050.09%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Meiji Yasuda Life Insurance Co 9,663,848$338,911,1499.00%
COWA, LLC 330,817$11,607,4507.84%
Hapanowicz & Associates Financial Services, Inc 296,162$10,386,3947.38%
PRUDENTIAL PLC 16,633,558$583,338,8796.48%
Gunma Bank,Ltd. 215,000$7,5405.49%
Sonoma Private Wealth LLC 84,207$2,953,1485.38%
Curran Financial Partners, LLC 340,940$11,956,7515.21%
Erickson Financial Group, LLC 153,991$5,400,4645.05%
Hibernia Wealth Partners, LLC 166,719$5,846,8374.53%
Sage Advisory Services, Ltd.Co. 444,725$15,597,0004.36%
View complete list of SPDR SER TR shareholders