CFS Investment Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 379 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,617
-38.8%
83,219
-37.5%
0.42%
-23.6%
Q2 2023$4,274
-1.3%
133,093
-0.2%
0.55%
-30.7%
Q1 2023$4,332
+109.9%
133,345
+105.7%
0.79%
+68.4%
Q4 2022$2,064
-99.9%
64,830
-96.8%
0.47%
-0.8%
Q3 2022$2,054,000
+5.2%
2,054,001
+3331.2%
0.47%
+57.9%
Q2 2022$1,953,000
+2612.5%
59,862
-97.0%
0.30%
-4.5%
Q1 2022$72,000
-96.6%
2,027,902
+3348.2%
0.31%
+11.8%
Q4 2021$2,087,000
+21.3%
58,810
+24.9%
0.28%
+18.6%
Q3 2021$1,720,000
-84.1%
47,089
-83.8%
0.24%
-86.3%
Q4 2020$10,829,000291,2531.72%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 312,958$9,842,5148.70%
Astoria Portfolio Advisors LLC. 562,521$17,528,1648.46%
ERTS Wealth Advisors, LLC 1,106,393$34,796,0708.38%
Buckingham Capital Management, Inc. 1,736,209$54,603,7748.32%
Flagstone Financial Management 577,959$18,176,8188.31%
Burt Wealth Advisors 699,832$22,009,7166.76%
Cherry Tree Wealth Management, LLC 710,795$22,354,5146.55%
FIDELITY D & D BANCORP INC 172,353$5,420,5025.57%
Hofer & Associates. Inc 164,719$5,180,4025.31%
Leicht Financial Planning & Wealth Management, Inc. 270,111$8,495,0075.24%
View complete list of SPDR SER TR shareholders