CFS Investment Advisory Services, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLY and the CUSIP is 78464A813. A total of 266 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2022$1,656
-99.9%
20,144
-98.8%
0.38%
-0.3%
Q3 2022$1,639,000
+6203.8%
1,639,556
-33.6%
0.38%
+233.6%
Q1 2022$26,000
-98.9%
2,469,525
+9373.0%
0.11%
-64.9%
Q4 2021$2,400,000
-26.1%
26,069
-24.0%
0.32%
-27.6%
Q3 2021$3,248,00034,2820.44%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Taylor & Morgan Wealth Management, LLC 136,266$10,912,00010.35%
Wall Capital Group, Inc. 157,297$12,801,0008.88%
RVW Wealth, LLC 330,051$26,430,0003.54%
Atlas Private Wealth Advisors 71,843$5,753,0003.45%
Montz Harcus Wealth Management LLC 22,496$1,801,0001.90%
Gerber Kawasaki Wealth & Investment Management 240,087$19,175,0001.82%
IFG Advisors, LLC 44,041$3,527,0001.78%
OneDigital Investment Advisors LLC 516,764$41,382,0001.78%
DIXON HUBARD FEINOUR & BROWN INC/VA 167,105$13,382,0001.59%
DEFINED WEALTH MANAGEMENT, LLC 17,733$1,420,0001.46%
View complete list of SPDR SER TR shareholders