CFS Investment Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 422 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,082
-29.2%
36,918
-28.9%
0.17%
-11.8%
Q2 2023$1,529
+10.3%
51,952
+11.0%
0.20%
-22.6%
Q1 2023$1,386
+56.8%
46,790
+55.4%
0.25%
+25.4%
Q4 2022$884
-99.9%
30,101
-95.3%
0.20%
+36.7%
Q3 2022$640,000
+0.6%
640,180
+2891.1%
0.15%
+51.5%
Q2 2022$636,000
+3247.4%
21,403
-96.3%
0.10%
+16.9%
Q1 2022$19,000
-96.4%
574,398
+3217.0%
0.08%
+16.9%
Q4 2021$532,000
+88.7%
17,317
+93.1%
0.07%
+57.8%
Q4 2020$282,0008,9700.04%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Walker Financial Services, Inc. 683,647$20,256,47120.88%
Signify Wealth 505,474$14,850,82613.00%
Advocacy Wealth Management Services, LLC 3,011,250$88,470,53211.69%
Coulter & Justus Financial Services, LLC 569,554$16,733,49811.37%
Astor Investment Management LLC 1,187,624$34,892,39710.67%
Sunflower Bank, N.A. 1,576,560$46,31910.08%
Flagstone Financial Management 536,776$15,770,4839.60%
PECAUT & CO. 616,555$18,114,3868.60%
Litman Gregory Wealth Management LLC 2,074,023$60,934,7938.51%
IRON Financial LLC 497,405$14,613,7608.39%
View complete list of SPDR SER TR shareholders