CFS Investment Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 94 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q3 2022
NameSharesValueWeighting ↓
PETERSON WEALTH MANAGEMENT 265,798$8,335,0006.46%
Stadion Money Management, LLC 1,320,121$41,399,0002.73%
HORIZON FINANCIAL SERVICES, LLC 116,596$3,656,0002.41%
Aspire Private Capital, LLC 190,694$5,980,0002.00%
Advisory Alpha, LLC 818,187$25,660,0001.77%
NYL Investors LLC 408,650$12,815,0001.43%
Elevated Capital Advisors, LLC 128,498$4,030,0001.39%
CLIENT 1ST ADVISORY GROUP, LLC 48,682$1,527,0000.78%
CFS Investment Advisory Services, LLC 137,841$4,323,0000.59%
TRUEFG, LLC 35,689$1,137,0000.52%
View complete list of SPDR SER TR shareholders