Bison Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 1 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q4 2023
NameSharesValueWeighting ↓
Braun-Bostich & Associates Inc. 26,973$2,569,0002.57%
PACIFIC SUN FINANCIAL CORP 7,800$755,0000.78%
Ruggie Capital Group 15,960$1,520,0000.77%
Arcus Capital Partners, LLC 13,280$1,265,0000.62%
First Capital Advisors Group, LLC. 4,984$475,0000.32%
REILLY FINANCIAL ADVISORS, LLC 22,386$2,132,0000.30%
APPLETON PARTNERS INC/MA 18,468$1,759,0000.25%
CENTAURUS FINANCIAL, INC. 16,678$1,589,0000.22%
Capital Analysts, LLC 16,916$1,611,0000.19%
Sigma Planning Corp 23,349$2,224,0000.15%
View complete list of SPDR SER TR shareholders