IFP Advisors, Inc - 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
IFP Advisors, Inc ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$3,015,767
-50.2%
30,331
-50.0%
0.14%
+2.3%
Q2 2023$6,055,234
+78.1%
60,692
+78.7%
0.13%
-10.1%
Q1 2023$3,399,514
+79644.6%
33,968
-20.3%
0.15%
+29.8%
Q4 2022$4,26342,5990.11%
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