SlateStone Wealth, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 398 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 6.47 and the average weighting 1.3%.

Quarter-by-quarter ownership
SlateStone Wealth, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2022$477,000
-38.9%
5,219
-38.9%
0.11%
-36.5%
Q4 2021$781,000
-1.3%
8,545
-1.2%
0.17%
-7.7%
Q3 2021$791,000
-0.8%
8,645
-0.8%
0.18%
-0.5%
Q2 2021$797,000
-11.9%
8,712
-12.0%
0.18%
-18.8%
Q1 2021$905,000
-10.0%
9,895
-9.9%
0.22%
-10.8%
Q4 2020$1,006,000
-55.4%
10,988
-55.5%
0.25%
-48.5%
Q3 2020$2,258,000
-29.1%
24,666
-29.2%
0.49%
-31.6%
Q2 2020$3,187,00034,8230.71%
Other shareholders
SPDR SER TR shareholders Q2 2020
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