Bison Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 70 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$334,458
-73.0%
3,382
-71.8%
0.06%
-71.7%
Q2 2023$1,236,940
+16.1%
11,975
+9.7%
0.23%
-30.3%
Q1 2023$1,065,418
+62.0%
10,912
+83.9%
0.33%
+57.1%
Q4 2022$657,7615,9350.21%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
McNaughton Wealth Management, LLC 65,366$7,462,0004.86%
IAG Wealth Partners, LLC 24,324$2,777,0000.87%
PACIFIC SUN FINANCIAL CORP 8,756$1,000,0000.55%
COWA, LLC 8,380$957,0000.48%
DOHJ, LLC 7,973$910,0000.44%
Aspire Wealth Management Corp 4,818$550,0000.44%
AdvisorNet Financial, Inc 54,477$6,219,0000.39%
Marshall Financial Group LLC 7,683$877,0000.36%
Insight Advisors, LLC/ PA 8,902$1,016,0000.30%
Bickling Financial Services, Inc. 4,570$522,0000.27%
View complete list of SPDR SER TR shareholders