CFS Investment Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 113 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$414
+11.0%
17,811
+12.9%
0.05%
-22.1%
Q1 2023$373
+39.7%
15,771
+32.4%
0.07%
+11.5%
Q4 2022$267
-99.9%
11,910
-94.8%
0.06%
+17.3%
Q3 2022$228,000
+82.4%
228,365
-93.4%
0.05%
-90.4%
Q1 2022$125,000
-96.4%
3,475,668
+2933.0%
0.54%
+18.3%
Q4 2021$3,426,000
-20.7%
114,596
-16.9%
0.46%
-22.3%
Q3 2021$4,323,000
-58.8%
137,841
-56.6%
0.59%
-64.6%
Q4 2020$10,502,000317,2701.67%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Twelve Points Wealth Management LLC 202,711$4,550,8583.10%
NYL Investors LLC 1,859,250$41,740,1643.00%
CAPSTONE WEALTH MANAGEMENT GROUP, LLC 116,318$2,611,3252.81%
Collaborative Wealth Managment Inc. 84,090$1,887,8171.24%
METROPOLITAN LIFE INSURANCE CO/NY 1,000,000$22,450,0001.00%
Gradient Investments LLC 1,409,396$31,640,9411.00%
FINANCIAL LIFE ADVISORS 88,494$1,986,6900.92%
Elevated Capital Advisors, LLC 106,534$2,391,6900.91%
COMPASS FINANCIAL ADVISORS LLC 16,301$365,9570.49%
Arete Wealth Advisors, LLC 116,641$5,246,496,1800.46%
View complete list of SPDR SER TR shareholders