Moloney Securities Asset Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 380 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.4%.

Quarter-by-quarter ownership
Moloney Securities Asset Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$1,787,208
-3.6%
19,464
-3.6%
0.32%
-8.4%
Q1 2023$1,853,105
+2.0%
20,182
+1.6%
0.34%
-14.0%
Q4 2022$1,816,585
-77.4%
19,860
-77.4%
0.40%
-79.4%
Q3 2022$8,042,000
+722.3%
87,793
+720.9%
1.95%
+750.2%
Q2 2022$978,000
-1.8%
10,695
-1.9%
0.23%
+18.7%
Q1 2022$996,000
-18.1%
10,897
-18.1%
0.19%
-6.8%
Q4 2021$1,216,000
-4.9%
13,298
-4.9%
0.21%
-11.2%
Q3 2021$1,279,000
-0.9%
13,989
-0.8%
0.23%
-0.9%
Q2 2021$1,290,000
-19.5%
14,101
-19.5%
0.24%
-25.6%
Q1 2021$1,603,000
+72.4%
17,519
+72.4%
0.32%
+53.4%
Q4 2020$930,000
-7.6%
10,159
-7.6%
0.21%
-22.6%
Q3 2020$1,006,000
-40.0%
10,997
-40.0%
0.27%
-45.5%
Q2 2020$1,678,000
+27.9%
18,338
+28.0%
0.49%
+3.8%
Q1 2020$1,312,000
-10.3%
14,321
-10.5%
0.47%
+4.0%
Q4 2019$1,462,000
+13.4%
15,994
+13.7%
0.45%
+4.9%
Q3 2019$1,289,000
+27.5%
14,070
+27.5%
0.43%
+27.9%
Q2 2019$1,011,000
-7.8%
11,036
-7.8%
0.34%
-11.1%
Q1 2019$1,096,000
+7.7%
11,966
+7.5%
0.38%
-8.9%
Q4 2018$1,018,00011,1350.42%
Other shareholders
SPDR SER TR shareholders Q2 2021
NameSharesValueWeighting ↓
St. Louis Financial Planners Asset Management, LLC 913,362$83,545,26866.87%
Second Half Financial Partners, LLC 1,100,976$101,091,62950.35%
Constant Guidance Financial LLC 383,711$35,088,46846.33%
Fortis Group Advisors, LLC 959,274$88,080,57727.00%
Lake Hills Wealth Management, LLC 283,066$25,991,12026.30%
Impact Partnership Wealth, LLC 900,539$82,687,46225.73%
Cypress Capital, LLC 826,581$75,896,67723.29%
SYKON CAPITAL LLC 563,865$51,774,08422.17%
Spartan Planning & Wealth Management 196,662$18,057,50521.16%
UDINE WEALTH MANAGEMENT, INC. 226,895$20,833,49920.15%
View complete list of SPDR SER TR shareholders