CFS Investment Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 521 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

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 Q3 2022
NameSharesValueWeighting ↓
Sunflower Bank, N.A. 1,517,106$47,545,00018.86%
TPG Financial Advisors, LLC 467,340$14,646,00013.13%
Compass Financial Group, Inc. 417,619$13,088,00010.96%
Goodman Financial Corp 610,321$19,127,0009.56%
Cedar Mountain Advisors, LLC 691,430$21,669,0009.39%
Asset Planning Services, Ltd. 686,130$21,503,0009.29%
IRON Financial LLC 572,119$17,930,0009.24%
Occidental Asset Management, LLC 657,653$20,611,0009.12%
MBM Wealth Consultants, LLC 380,032$11,911,0008.40%
Baystate Wealth Management LLC 2,219,395$69,556,0008.14%
View complete list of SPDR SER TR shareholders