Perigon Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 423 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.4%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$4,198,244
+199.1%
45,723
+199.2%
0.17%
+507.1%
Q2 2023$1,403,442
+494.0%
15,284
+494.0%
0.03%
+115.4%
Q1 2023$236,253
-16.7%
2,573
-17.0%
0.01%
+44.4%
Q4 2022$283,557
-32.2%
3,100
-32.1%
0.01%
-75.0%
Q3 2022$418,000
+27.1%
4,563
+27.0%
0.04%
+33.3%
Q2 2022$329,000
+21.4%
3,593
+21.0%
0.03%
+42.1%
Q1 2022$271,000
+4.6%
2,969
+4.9%
0.02%0.0%
Q4 2021$259,000
-50.3%
2,831
-50.3%
0.02%
-57.8%
Q3 2021$521,000
+0.6%
5,694
+0.5%
0.04%
-2.2%
Q2 2021$518,000
+0.2%
5,665
+0.3%
0.05%
-13.2%
Q1 2021$517,0000.0%5,650
-0.0%
0.05%
-11.7%
Q4 2020$517,000
-45.1%
5,651
-45.1%
0.06%
-54.5%
Q3 2020$942,000
-3.4%
10,291
-3.4%
0.13%
-14.8%
Q2 2020$975,000
+54.3%
10,650
+54.2%
0.16%
+31.4%
Q1 2020$632,000
+89.2%
6,907
+89.3%
0.12%
+73.5%
Q4 2019$334,0000.0%3,6490.0%0.07%
-12.8%
Q3 2019$334,0000.0%3,6490.0%0.08%0.0%
Q2 2019$334,000
-20.1%
3,649
-20.0%
0.08%
+116.7%
Q3 2011$418,0004,5630.04%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 981,076$90,082,43657.40%
WIN ADVISORS, INC 340,644$38,403,03251.34%
Dean, Jacobson Financial Services, LLC 448,459$41,177,55137.28%
RIA Advisory Group LLC 752,905$69,128,16029.74%
VitalStone Financial, LLC 575,190$52,82629.50%
St. Louis Financial Planners Asset Management, LLC 257,206$23,616,64523.66%
Vigilare Wealth Management 443,999$40,768,00623.52%
PVG ASSET MANAGEMENT CORP 58,974$5,414,99223.36%
Cypress Capital, LLC 795,373$73,031,14921.98%
Fortis Group Advisors, LLC 817,717$75,082,73419.93%
View complete list of SPDR SER TR shareholders