Sargent Investment Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BILS and the CUSIP is 78468R523. A total of 124 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 0.7%.

Quarter-by-quarter ownership
Sargent Investment Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$32,242,267
+51.3%
324,271
+51.3%
7.77%
+50.0%
Q2 2023$21,314,079
+31.7%
214,298
+31.4%
5.18%
+21.3%
Q1 2023$16,183,960163,0794.27%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Delos Wealth Advisors, LLC 122,355$12,187,78215.42%
TMD Wealth Management, LLC 411,880$41,027,36711.58%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 152,022$15,142,9395.27%
Sargent Investment Group, LLC 163,079$16,183,9604.27%
Values First Advisors, Inc. 64,841$6,458,8204.11%
Kelman-Lazarov, Inc. 136,880$13,634,6173.54%
AJ WEALTH STRATEGIES, LLC 666,841$66,424,0183.46%
Peak Asset Management, LLC 140,525$13,997,6963.42%
Fortis Capital Advisors, LLC 60,389$6,015,3133.22%
Altiora Financial Group, LLC 68,509$6,824,1663.15%
View complete list of SPDR SER TR shareholders