CFS Investment Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 288 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$910
-99.9%
36,650
-96.6%
0.14%
-41.3%
Q3 2022$1,075,000
-20.8%
1,075,014
+2080.0%
0.25%
+18.8%
Q2 2022$1,357,000
+3131.0%
49,313
-94.5%
0.21%
+13.7%
Q1 2022$42,000
-94.5%
892,530
+3499.6%
0.18%
+79.4%
Q4 2021$763,000
-25.4%
24,795
-24.6%
0.10%
-27.1%
Q3 2021$1,023,00032,9040.14%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Bridge Advisory, LLC 420,127$12,835,0007.97%
UBP Investment Advisors SA 523,206$15,980,0006.53%
LINCOLN NATIONAL CORP 7,561,811$231,013,0005.70%
Prentice Wealth Management LLC 328,415$10,033,0005.59%
Willow Creek Wealth Management Inc. 491,055$15,002,0005.51%
Pure Financial Advisors, LLC 1,362,607$41,628,0004.14%
Blueprint Investment Partners LLC 162,575$4,967,0003.87%
STRINGER ASSET MANAGEMENT, LLC 114,180$3,488,0003.65%
Tempus Wealth Planning, LLC 102,340$3,126,0003.31%
Deane Retirement Strategies, Inc. 197,682$6,032,0003.25%
View complete list of SPDR SER TR shareholders