SVB WEALTH LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 373 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 3.32 and the average weighting 0.9%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$2,104,584
-17.5%
22,921
-17.5%
0.05%0.0%
Q2 2023$2,552,328
-82.5%
27,797
-82.5%
0.05%
-77.5%
Q1 2023$14,565,581
+213.6%
158,632
+212.4%
0.20%
+223.8%
Q4 2022$4,644,198
+35.3%
50,773
+35.5%
0.06%
+26.0%
Q3 2022$3,433,000
-4.3%
37,474
-4.4%
0.05%
-9.1%
Q2 2022$3,586,000
+62.9%
39,201
+62.8%
0.06%
+89.7%
Q1 2022$2,201,000
-3.0%
24,076
-3.0%
0.03%
-21.6%
Q4 2021$2,269,000
-12.1%
24,816
-12.1%
0.04%
+12.1%
Q3 2021$2,582,000
+0.6%
28,228
+0.6%
0.03%0.0%
Q2 2021$2,566,000
-10.0%
28,056
-10.0%
0.03%
-17.5%
Q1 2021$2,851,000
-45.8%
31,164
-45.8%
0.04%
-48.1%
Q4 2020$5,260,000
-9.3%
57,480
-9.3%
0.08%
-19.8%
Q3 2020$5,797,000
-27.2%
63,339
-27.2%
0.10%
-35.1%
Q2 2020$7,960,000
-99.0%
86,976
-99.0%
0.15%
-99.2%
Q1 2020$767,377,000
+0.8%
8,374,733
+0.5%
18.63%
+34.4%
Q4 2019$761,634,000
+1.3%
8,330,240
+1.5%
13.86%
-7.3%
Q3 2019$751,710,0008,207,33514.96%
Other shareholders
SPDR SER TR shareholders Q3 2020
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