Westside Investment Management, Inc. - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 837 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.22 and the average weighting 1.9%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,489
-99.0%
38
-99.0%
0.00%
-99.0%
Q2 2023$357,1800.0%3,8900.0%0.10%
-3.8%
Q1 2023$357,180
+100514.1%
3,8900.0%0.10%
+10400.0%
Q4 2022$355
-88.2%
3,890
+10136.8%
0.00%
Q3 2022$3,0000.0%380.0%0.00%
Q2 2022$3,0000.0%380.0%0.00%
Q1 2022$3,0000.0%380.0%0.00%
Q4 2021$3,0000.0%380.0%0.00%
Q3 2021$3,0000.0%380.0%0.00%
Q2 2021$3,0000.0%380.0%0.00%
Q1 2021$3,0000.0%380.0%0.00%
Q4 2020$3,0000.0%380.0%0.00%
Q3 2020$3,0000.0%380.0%0.00%
Q2 2020$3,000380.00%
Other shareholders
SPDR SER TR shareholders Q3 2023
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