Transform Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 576 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 2.5%.

Quarter-by-quarter ownership
Transform Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2023$1,055,163
-85.6%
11,546
-85.5%
0.10%
-86.6%
Q3 2023$7,308,569
-0.1%
79,597
-0.1%
0.77%
+17.2%
Q2 2023$7,317,687
-29.6%
79,696
-29.6%
0.66%
-32.9%
Q1 2023$10,387,522
+36.9%
113,129
+36.4%
0.98%
+15.2%
Q4 2022$7,586,835
+13.8%
82,943
+14.0%
0.85%
-1.7%
Q3 2022$6,665,000
+2434.2%
72,764
+2434.4%
0.87%
+1446.4%
Q1 2020$263,0002,8710.06%
Other shareholders
SPDR SER TR shareholders Q3 2022
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