CALIBER WEALTH MANAGEMENT, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 837 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.22 and the average weighting 1.9%.

Quarter-by-quarter ownership
CALIBER WEALTH MANAGEMENT, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$850,504
-12.9%
9,263
-12.9%
0.57%
-12.5%
Q2 2023$976,356
-4.5%
10,633
-4.5%
0.65%
-14.6%
Q1 2023$1,022,599
-66.7%
11,137
-66.9%
0.77%
-67.4%
Q4 2022$3,073,39233,6002.35%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Paragon Advisors, LLC 386,027$35,306,00017.14%
Titan Capital Management, LLC /TX 158,655$14,511,00013.00%
Frontier Wealth Management LLC 1,491,041$136,371,0009.41%
ALETHEA CAPITAL MANAGEMENT, LLC 108,084$9,885,0008.70%
Winch Advisory Services, LLC 261,771$23,942,0008.35%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 126,323$11,554,0008.20%
Spectrum Planning & Advisory Services Inc. 70,771$6,473,0006.34%
Northstar Advisory Group, LLC 70,771$6,473,0006.34%
Synergy Asset Management, LLC 237,398$21,713,0005.04%
Strategic Asset Management, LLC 32,210$2,946,0004.14%
View complete list of SPDR SER TR shareholders