Integrated Wealth Concepts LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 506 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 1.8%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$23,388,660
-8.5%
254,834
-8.5%
0.32%
-13.8%
Q1 2024$25,568,421
+131.6%
278,516
+130.6%
0.37%
+104.4%
Q4 2023$11,038,051
-24.2%
120,780
-23.9%
0.18%
-29.6%
Q3 2023$14,567,772
+96.4%
158,656
+96.4%
0.26%
+102.4%
Q2 2023$7,415,733
+117572.7%
80,764
+17.7%
0.13%
-2.3%
Q1 2023$6,302
+2.4%
68,637
+2.0%
0.13%
-22.2%
Q4 2022$6,157
-99.9%
67,314
-11.6%
0.17%
-25.1%
Q3 2022$6,978,000
+16.9%
76,174
+16.7%
0.22%
+19.9%
Q2 2022$5,970,000
+1388.8%
65,254
+1386.8%
0.19%
+1450.0%
Q1 2022$401,000
-60.1%
4,389
-60.1%
0.01%
-83.3%
Q2 2020$1,006,000
+0.2%
10,992
+0.3%
0.07%
-22.6%
Q1 2020$1,004,000
+22.1%
10,959
+21.8%
0.09%
+34.8%
Q4 2019$822,000
+127.7%
8,995
+128.2%
0.07%
+68.3%
Q3 2019$361,0003,9410.04%
Other shareholders
SPDR SER TR shareholders Q2 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