WEALTHSOURCE PARTNERS, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 837 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 3.41 and the average weighting 1.7%.

Quarter-by-quarter ownership
WEALTHSOURCE PARTNERS, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$550,259
+42.5%
6,021
+43.2%
0.04%
+38.5%
Q3 2023$386,195
-50.7%
4,206
-50.7%
0.03%
-50.0%
Q2 2023$783,684
-61.5%
8,535
-61.5%
0.05%
-62.3%
Q1 2023$2,035,833
-32.1%
22,172
-32.3%
0.14%
-34.9%
Q4 2022$2,997,472
-8.7%
32,770
-8.6%
0.21%
-12.8%
Q3 2022$3,283,000
+799.5%
35,841
+799.6%
0.24%
+367.3%
Q2 2020$365,000
-75.8%
3,984
-75.8%
0.05%
-78.2%
Q1 2020$1,509,000
+58.0%
16,467
+57.7%
0.24%
+90.4%
Q4 2019$955,000
-27.0%
10,445
-26.9%
0.12%
-36.2%
Q3 2019$1,308,000
-50.1%
14,279
-50.1%
0.20%
-52.5%
Q2 2019$2,622,000
+452.0%
28,617
+451.5%
0.41%
+286.0%
Q1 2019$475,000
-32.4%
5,189
-32.5%
0.11%
-47.0%
Q4 2018$703,000
+26.9%
7,684
+26.9%
0.20%
+39.3%
Q3 2018$554,000
+8.2%
6,053
+8.3%
0.14%
+1.4%
Q2 2018$512,0005,5880.14%
Other shareholders
SPDR SER TR shareholders Q2 2023
NameSharesValueWeighting ↓
Abich Financial Wealth Management LLC 713,950$65,526,33144.56%
Impact Partnership Wealth, LLC 1,065,542$97,795,46625.69%
Hershey Financial Advisers, LLC 310,547$28,502,05125.58%
ALETHEA CAPITAL MANAGEMENT, LLC 360,028$33,043,39325.07%
Savior LLC 47,351$4,345,87822.61%
Titan Manages, LLC 143,087$13,132,49420.62%
Twelve Points Wealth Management LLC 620,487$56,948,32620.03%
Second Half Financial Partners, LLC 271,026$24,874,79319.91%
Hibernia Wealth Partners, LLC 597,374$54,826,74819.09%
UDINE WEALTH MANAGEMENT, INC. 253,167$23,235,66716.19%
View complete list of SPDR SER TR shareholders