Bison Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 75 filers reported holding SPDR SER TR in Q4 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 Q4 2023
NameSharesValueWeighting ↓
Affiance Financial, LLC 142,412$10,870,0005.91%
McNaughton Wealth Management, LLC 61,085$4,663,0004.32%
IAG Wealth Partners, LLC 33,876$2,586,0001.25%
DOHJ, LLC 16,927$1,313,0000.90%
PACIFIC SUN FINANCIAL CORP 10,499$801,0000.72%
AdvisorNet Financial, Inc 68,293$5,213,0000.42%
Clear Creek Financial Management, LLC 20,351$1,553,0000.40%
Focus Financial Network, Inc. 42,231$3,223,4580.36%
AVANTAX ADVISORY SERVICES, INC. 140,377$10,721,0000.31%
Strategic Blueprint, LLC 9,015$688,0000.24%
View complete list of SPDR SER TR shareholders