Creative Planning - SPDR SER TR ownership

SPDR SER TR's ticker is BILS and the CUSIP is 78468R523. A total of 126 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 0.7%.

Quarter-by-quarter ownership
Creative Planning ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$243,141
-12.0%
2,453
-11.7%
0.00%
Q3 2023$276,217
+13.5%
2,778
+13.5%
0.00%
Q2 2023$243,379
+1.0%
2,447
+1.1%
0.00%
Q1 2023$241,0562,4200.00%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Hershey Financial Advisers, LLC 246,344$24,479,20121.97%
NDWM LLC 177,955$17,683,42415.67%
Delos Wealth Advisors, LLC 123,506$12,272,79211.86%
Sargent Investment Group, LLC 486,001$48,293,9219.85%
PECAUT & CO. 244,500$24,295,9799.19%
Treasure Coast Financial Planning 112,383$11,167,4997.36%
IAMS WEALTH MANAGEMENT, LLC 104,013$10,335,9375.66%
Proficio Capital Partners LLC 537,741$53,435,3175.61%
Anson Capital, Inc. 56,952$5,659,3335.58%
Miller Investment Management, LP 413,344$41,073,9934.91%
View complete list of SPDR SER TR shareholders