CFS Investment Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 334 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$2,000
-93.1%
48,528
-33.7%
0.00%
-100.0%
Q1 2022$29,000
-97.6%
73,178
+87.1%
0.13%
-34.4%
Q4 2020$1,204,00039,1160.19%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Bull Oak Capital, LLC 512,411$12,472,08813.64%
McNamara Financial Services, Inc. 2,057,437$50,078,01212.50%
RESTON WEALTH MANAGEMENT LLC 1,002,791$24,407,92912.32%
Willow Creek Wealth Management Inc. 3,135,494$76,317,93711.36%
KWB Wealth 2,757,296$69,952,61211.22%
Leading Edge Financial Planning LLC 612,567$14,909,8749.55%
Beaumont Capital Management, LLC 535,287$13,028,8869.39%
AIFG Consultants Ltd. 443,530$10,795,5298.95%
Trinity Wealth Management, LLC 586,867$14,284,3348.86%
Great Lakes Retirement, Inc. 1,965,244$47,834,0298.62%
View complete list of SPDR SER TR shareholders