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 124,695$10,251,1659.66%
Wall Capital Group, Inc. 53,260$4,596,3056.35%
Aspire Capital Advisors LLC 108,826$8,946,6065.09%
Atlas Private Wealth Advisors 104,528$8,593,2644.58%
RVW Wealth, LLC 319,899$26,298,8743.35%
Ironwood Wealth Management, LLC. 67,230$5,526,9782.31%
Mitsubishi UFJ Asset Management (UK) Ltd. 39,500$3,2472.27%
AFFINIA FINANCIAL GROUP, LLC 29,157$2,487,3532.12%
Montz Harcus Wealth Management LLC 22,509$1,850,4411.84%
Carr Financial Group Corp 41,243$3,390,5661.78%
View complete list of SPDR SER TR shareholders