NewEdge Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BILS and the CUSIP is 78468R523. A total of 124 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 0.7%.

Quarter-by-quarter ownership
NewEdge Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$8,576,475
-0.9%
86,256
-0.9%
0.09%
-4.1%
Q2 2023$8,655,620
+8.7%
87,026
+8.9%
0.10%
-2.0%
Q1 2023$7,963,633
+23.0%
79,948
-13.5%
0.10%
-42.9%
Q4 2022$6,472,025
+40.3%
92,466
+99.7%
0.18%
+130.3%
Q3 2022$4,612,00046,3010.08%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
STAPP WEALTH MANAGEMENT, PLLC 62,892$6,24514.97%
Values First Advisors, Inc. 64,508$6,404,9974.47%
Kelman-Lazarov, Inc. 126,534$12,563,5613.54%
AJ WEALTH STRATEGIES, LLC 649,405$64,4793.39%
Choate Investment Advisors 523,099$51,938,5003.13%
DB Wealth Management Group, LLC 32,640$3,240,8262.10%
Altiora Financial Group, LLC 33,142$3,290,6331.64%
Dakota Wealth Management 201,534$20,010,3501.42%
Castleview Partners, LLC 8,639$857,7660.84%
WJ Wealth Management, LLC 9,810$974,0350.56%
View complete list of SPDR SER TR shareholders