Choate Investment Advisors - SPDR SER TR ownership

SPDR SER TR's ticker is BILS and the CUSIP is 78468R523. A total of 64 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Choate Investment Advisors ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$9,791,732
+20.9%
98,479
+20.9%
0.38%
+13.3%
Q2 2023$8,100,239
-66.8%
81,442
-66.7%
0.34%
-71.2%
Q1 2023$24,363,702
-53.1%
244,591
-53.2%
1.18%
-62.5%
Q4 2022$51,938,500523,0993.13%
Other shareholders
SPDR SER TR shareholders Q4 2022
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