Avion Wealth - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 423 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.4%.

Quarter-by-quarter ownership
Avion Wealth ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$130.0%1520.0%0.00%
+33.3%
Q2 2023$130.0%1520.0%0.00%
-25.0%
Q1 2023$130.0%1520.0%0.00%0.0%
Q4 2022$13
-99.9%
1520.0%0.00%0.0%
Q3 2022$14,0000.0%1520.0%0.00%0.0%
Q2 2022$14,0000.0%1520.0%0.00%0.0%
Q1 2022$14,0000.0%1520.0%0.00%0.0%
Q4 2021$14,0000.0%1520.0%0.00%0.0%
Q3 2021$14,0000.0%1520.0%0.00%0.0%
Q2 2021$14,0000.0%1520.0%0.00%
-20.0%
Q1 2021$14,0000.0%1520.0%0.01%
+25.0%
Q4 2020$14,0000.0%1520.0%0.00%
-20.0%
Q3 2020$14,0000.0%1520.0%0.01%0.0%
Q2 2020$14,0000.0%1520.0%0.01%
-16.7%
Q1 2020$14,0001520.01%
Other shareholders
SPDR SER TR shareholders Q4 2021
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 981,076$90,082,43657.40%
WIN ADVISORS, INC 340,644$38,403,03251.34%
Dean, Jacobson Financial Services, LLC 448,459$41,177,55137.28%
RIA Advisory Group LLC 752,905$69,128,16029.74%
VitalStone Financial, LLC 575,190$52,82629.50%
St. Louis Financial Planners Asset Management, LLC 257,206$23,616,64523.66%
Vigilare Wealth Management 443,999$40,768,00623.52%
PVG ASSET MANAGEMENT CORP 58,974$5,414,99223.36%
Cypress Capital, LLC 795,373$73,031,14921.98%
Fortis Group Advisors, LLC 817,717$75,082,73419.93%
View complete list of SPDR SER TR shareholders