Boston Standard Wealth Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 380 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.

Quarter-by-quarter ownership
Boston Standard Wealth Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$3,772,0000.0%41,0770.0%1.00%0.0%
Q3 2023$3,772,000
-59.8%
41,077
-59.8%
1.00%
-58.5%
Q2 2023$9,384,000
+651.9%
102,195
+651.9%
2.40%
+570.4%
Q1 2023$1,248,000
+116.3%
13,592
+115.4%
0.36%
+109.4%
Q4 2022$577,000
-99.9%
6,309
-48.9%
0.17%
-47.2%
Q1 2022$1,129,000,000
-0.2%
12,353
-0.2%
0.32%
+2.9%
Q4 2021$1,131,000,000
+21.6%
12,373
+21.6%
0.32%
+13.3%
Q3 2021$930,000,000
-25.6%
10,173
-25.5%
0.28%
-26.5%
Q2 2021$1,250,000,000
+24.5%
13,662
+24.5%
0.38%
+15.6%
Q1 2021$1,004,000,000
-25.1%
10,972
-25.1%
0.33%
-34.5%
Q4 2020$1,341,000,000
+48.0%
14,654
+48.1%
0.50%
+30.6%
Q3 2020$906,000,000
+15.6%
9,895
+15.5%
0.38%
+7.9%
Q2 2020$784,000,000
+37.8%
8,565
+37.8%
0.35%
+14.6%
Q1 2020$569,000,000
-42.4%
6,214
-42.5%
0.31%
-29.9%
Q4 2019$988,000,00010,8100.44%
Other shareholders
SPDR SER TR shareholders Q3 2021
NameSharesValueWeighting ↓
WIN ADVISORS, INC 2,463,060$225,616,00083.32%
PIERSHALE FINANCIAL GROUP, INC. 1,003,202$91,893,00068.99%
Retireful, LLC 1,396,435$127,913,00063.84%
Sound Financial Strategies Group, LLC 445,575$40,815,00061.28%
Price Capital Management, Inc. 275,000$25,140,00055.55%
Forward Management, LLC 3,768,576$345,202,00038.06%
Horizon Investments, LLC 12,409,850$1,132,274,00034.79%
Spartan Planning & Wealth Management 262,088$24,007,00031.42%
IronBridge Private Wealth, LLC 342,277$31,353,00027.10%
Tranquilli Financial Advisor LLC 354,038$32,430,00025.70%
View complete list of SPDR SER TR shareholders