Gradient Investments LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 568 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 2.5%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,763,199
+1191.9%
40,985
+1191.7%
0.10%
+1137.5%
Q2 2023$291,301
-16.8%
3,173
-16.8%
0.01%
-20.0%
Q1 2023$350,249
+10.0%
3,815
+9.6%
0.01%0.0%
Q4 2022$318,532
-99.9%
3,482
-99.9%
0.01%
-99.9%
Q3 2022$311,072,000
+661755.3%
3,395,987
+656764.0%
9.52%
+951400.0%
Q2 2022$47,000
-42.7%
517
-42.0%
0.00%
-50.0%
Q1 2022$82,000
-1.2%
892
-1.9%
0.00%0.0%
Q4 2021$83,000
-10.8%
909
-10.3%
0.00%
-33.3%
Q3 2021$93,000
-99.8%
1,013
-99.8%
0.00%
-99.7%
Q2 2021$39,879,000
+48532.9%
435,974
+48776.0%
1.17%
+38800.0%
Q1 2021$82,000
-99.8%
892
-99.8%
0.00%
-99.8%
Q4 2020$34,373,0000.0%375,5770.0%1.46%
+1.0%
Q3 2020$34,373,000
+13649.2%
375,577
+13652.4%
1.44%
+13027.3%
Q2 2020$250,000
+42.0%
2,731
+42.0%
0.01%
+22.2%
Q1 2020$176,000
-99.0%
1,923
-99.0%
0.01%
-98.8%
Q4 2019$17,427,000
+16819.4%
190,605
+16903.1%
0.78%
+15420.0%
Q3 2019$103,000
+32.1%
1,121
+31.3%
0.01%
+25.0%
Q2 2019$78,0008540.00%
Other shareholders
SPDR SER TR shareholders Q3 2022
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