STERLING INVESTMENT MANAGEMENT, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 180 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
STERLING INVESTMENT MANAGEMENT, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$5,837,273
-7.1%
63,573
-7.1%
5.19%
+4.2%
Q2 2023$6,280,947
-2.1%
68,405
-2.1%
4.98%
-2.4%
Q1 2023$6,414,362
-6.7%
69,858
-7.1%
5.11%
-7.5%
Q4 2022$6,876,623
-70.1%
75,179
-70.0%
5.52%
-71.5%
Q3 2022$22,991,000
+9641.9%
250,991
+9643.4%
19.38%
+9309.2%
Q1 2020$236,000
-96.7%
2,576
-96.7%
0.21%
-95.7%
Q4 2019$7,194,000
-31.4%
78,680
-31.3%
4.78%
-37.7%
Q3 2019$10,482,000
-5.6%
114,450
-5.6%
7.66%
-10.9%
Q2 2019$11,109,000
-0.3%
121,269
-0.3%
8.60%
-0.5%
Q1 2019$11,145,000
-42.0%
121,675
-42.1%
8.63%
-46.2%
Q4 2018$19,216,000
+165.5%
210,107
+165.8%
16.06%
+205.5%
Q3 2018$7,239,000
+8.0%
79,053
+8.0%
5.26%
+1.1%
Q2 2018$6,705,000
+342.9%
73,215
+342.8%
5.20%
+325.7%
Q1 2018$1,514,00016,5331.22%
Other shareholders
SPDR SER TR shareholders Q3 2018
NameSharesValueWeighting ↓
St. Louis Financial Planners Asset Management, LLC 277,296$25,342,17123.61%
Vigilare Wealth Management 142,775$13,048,1776.72%
Kopion Asset Management, LLC 28,571$2,6112.00%
Beacon Wealthcare LLC 39,825$3,639,6071.75%
CHANNEL WEALTH LLC 32,028$2,927,0771.38%
TOMPKINS FINANCIAL CORP 91,711$8,381,4681.02%
Boston Standard Wealth Management, LLC 41,077$3,772,0001.00%
ST GERMAIN D J CO INC 27,769$2,537,8090.13%
EXCHANGE TRADED CONCEPTS, LLC 51,166$4,676,0610.12%
MASSMUTUAL TRUST CO FSB/ADV 8,176$747,2050.02%
View complete list of SPDR SER TR shareholders