CFS Investment Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 111 filers reported holding SPDR SER TR in Q4 2020. 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 2022$8,462,000
+31240.7%
183,611
+11.5%
1.95%
+1563.2%
Q1 2022$27,000
-88.2%
164,645
+1759.3%
0.12%
+277.4%
Q3 2021$228,000
-5.0%
8,855
-2.7%
0.03%
-18.4%
Q4 2020$240,0009,1000.04%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 690,840$14,369,4878.87%
Financial Engines Advisors L.L.C. 158,268,550$3,291,985,8448.65%
Hibernia Wealth Partners, LLC 467,769$9,729,5867.53%
Tri-Star Advisors Inc. 20,809$432,8277.33%
FINANCIAL LIFE ADVISORS 632,687$13,163,6285.66%
Redwood Financial Network Corp 177,378$3,689,4573.91%
Carr Financial Group Corp 392,172$8,161,1083.23%
CGN Advisors LLC 1,116,453$23,222,2233.13%
KWB Wealth 723,527$15,852,4872.54%
Chesapeake Wealth Management 285,828$5,945,2222.48%
View complete list of SPDR SER TR shareholders