SHEETS SMITH WEALTH MANAGEMENT - SPDR SER TR ownership

SPDR SER TR's ticker is BILS and the CUSIP is 78468R523. A total of 192 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
SHEETS SMITH WEALTH MANAGEMENT ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,252,818
+9.5%
12,600
+9.6%
0.19%
+14.4%
Q2 2023$1,143,790
-4.5%
11,500
-4.4%
0.17%
-8.7%
Q1 2023$1,198,308
+125.8%
12,030
+125.1%
0.18%
+120.5%
Q4 2022$530,7055,3450.08%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Delos Wealth Advisors, LLC 124,060$12,340,24914.94%
PECAUT & CO. 220,519$21,926,1599.18%
Proficio Capital Partners LLC 654,147$65,041,8698.67%
Sargent Investment Group, LLC 324,271$32,242,2677.77%
Treasure Coast Financial Planning 108,169$10,755,2447.47%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 190,323$18,923,8076.42%
Altiora Financial Group, LLC 125,578$12,486,2245.80%
RETIREMENT CAPITAL STRATEGIES 114,401$11,374,8915.33%
Legacy CG, LLC 104,073$10,347,9784.81%
TMD Wealth Management, LLC 169,384$16,841,8104.80%
View complete list of SPDR SER TR shareholders