SVB WEALTH LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 461 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.53 and the average weighting 1.0%.

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 Q1 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