UNITED CAPITAL FINANCIAL ADVISORS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 380 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$5,612,366
+0.0%
61,124
+0.0%
0.04%
+19.4%
Q2 2023$5,611,848
-9.7%
61,118
-9.7%
0.03%
-11.4%
Q1 2023$6,217,405
-67.8%
67,713
-67.9%
0.04%
-67.6%
Q4 2022$19,283,645
+570.3%
210,819
+571.3%
0.11%
+535.3%
Q3 2022$2,877,000
-20.0%
31,404
-20.1%
0.02%
-15.0%
Q2 2022$3,595,000
+94.0%
39,289
+93.8%
0.02%
+122.2%
Q1 2022$1,853,000
-12.5%
20,272
-12.4%
0.01%
-10.0%
Q4 2021$2,117,000
-9.8%
23,152
-9.8%
0.01%
-16.7%
Q3 2021$2,348,000
-26.0%
25,672
-25.9%
0.01%
-25.0%
Q2 2021$3,171,000
-12.4%
34,663
-12.4%
0.02%
-20.0%
Q1 2021$3,619,000
+15.3%
39,554
+15.3%
0.02%
+5.3%
Q4 2020$3,139,000
-90.9%
34,296
-90.9%
0.02%
-91.5%
Q3 2020$34,311,000
-59.1%
374,898
-59.1%
0.22%
-63.3%
Q2 2020$83,953,000
-59.8%
917,218
-59.8%
0.61%
-64.6%
Q1 2020$209,091,000
+1573.3%
2,281,909
+1569.6%
1.73%
+2032.1%
Q4 2019$12,496,000
-49.4%
136,672
-49.4%
0.08%
-53.2%
Q3 2019$24,717,000
-90.5%
269,867
-90.5%
0.17%
-89.9%
Q2 2019$261,453,000
+388.7%
2,853,974
+388.6%
1.71%
+354.5%
Q1 2019$53,502,000
-38.2%
584,081
-38.3%
0.38%
-45.3%
Q4 2018$86,512,000
+627.5%
945,901
+628.4%
0.69%
+717.9%
Q3 2018$11,892,000
-49.2%
129,855
-49.2%
0.08%
-51.7%
Q2 2018$23,400,000
-16.3%
255,517
-16.3%
0.17%
-18.3%
Q1 2018$27,944,000
+54.6%
305,232
+54.3%
0.21%
+49.0%
Q4 2017$18,080,000197,8080.14%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
St. Louis Financial Planners Asset Management, LLC 913,362$83,545,26866.87%
Second Half Financial Partners, LLC 1,100,976$101,091,62950.35%
Constant Guidance Financial LLC 383,711$35,088,46846.33%
Fortis Group Advisors, LLC 959,274$88,080,57727.00%
Lake Hills Wealth Management, LLC 283,066$25,991,12026.30%
Impact Partnership Wealth, LLC 900,539$82,687,46225.73%
Cypress Capital, LLC 826,581$75,896,67723.29%
SYKON CAPITAL LLC 563,865$51,774,08422.17%
Spartan Planning & Wealth Management 196,662$18,057,50521.16%
UDINE WEALTH MANAGEMENT, INC. 226,895$20,833,49920.15%
View complete list of SPDR SER TR shareholders